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HRT Financial’s Brown & Brown BRO Stock Holding History

HRT Financial’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,320
Closed -$2.1M – 3839
2025
Q4 		$2.1M Buy
+26,320
New +$2.2M 0.01% 1270
2024
Q1 		– Sell
-12,171
Closed -$865K – 2365
2023
Q4 		$865K Sell
12,171
-59,333
-83% -$4.24M 0.01% 1064
2023
Q3 		$4.99M Buy
71,504
+48,485
+211% +$3.46M 0.05% 296
2023
Q2 		$1.58M Buy
+23,019
New +$1.46M 0.01% 709
2023
Q1 		– Sell
-14,551
Closed -$828K – 2523
2022
Q4 		$828K Sell
14,551
-61,527
-81% -$3.6M 0.01% 1074
2022
Q3 		$4.6M Buy
+76,078
New +$4.79M 0.05% 315
2022
Q2 		– Sell
-29,939
Closed -$2.16M – 2972
2022
Q1 		$2.16M Sell
29,939
-29,416
-50% -$1.97M 0.02% 612
2021
Q4 		$4.17M Sell
59,355
-140,596
-70% -$9.07M 0.02% 351
2021
Q3 		$11.1M Buy
+199,951
New +$11.1M 0.07% 136
2021
Q2 		– Sell
-52,864
Closed -$2.42M – 2873
2021
Q1 		$2.42M Buy
+52,864
New +$2.43M 0.02% 525
2020
Q4 		– Sell
-73,838
Closed -$3.34M – 1874
2020
Q3 		$3.34M Buy
+73,838
New +$3.29M 0.1% 138
2019
Q4 		– Sell
-27,135
Closed -$978K – 1176
2019
Q3 		$978K Buy
+27,135
New +$971K 0.05% 363

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

HRT Financial's BRO Position: Q1 2026 in Review

HRT Financial sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 26,320 shares — an estimated $2.1M sold.

HRT Financial first reported a position in BRO in Q3 2019 and held it in 12 quarters. The position peaked at $11.1M in Q3 2021. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • HRT Financial reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 26,320 Brown & Brown shares in Q1 2026, an estimated $2.1M.
  • HRT Financial first reported a position in Brown & Brown in Q3 2019 and held it in 12 quarters.
  • HRT Financial's Brown & Brown position peaked at $11.1M in Q3 2021.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.