HH
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HWG Holdings’s Brown & Brown BRO Stock Holding History

HWG Holdings’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
-37,640
Closed -$3M – 58
2025
Q4 		$3M Sell
37,640
-29,461
-44% -$2.46M 0.73% 23
2025
Q3 		$6.29M Sell
67,101
-5,923
-8% -$577K 1.59% 20
2025
Q2 		$8.1M Buy
73,024
+2,520
+4% +$283K 2.37% 13
2025
Q1 		$8.77M Buy
70,504
+235
+0.3% +$26.3K 3.91% 11
2024
Q4 		$7.17M Buy
70,269
+2,447
+4% +$261K 2.35% 12
2024
Q3 		$7.03M Buy
67,822
+26,779
+65% +$2.66M 2.42% 12
2024
Q2 		$3.67M Buy
+41,043
New +$3.56M 1.35% 18
2023
Q4 		$2.73M Buy
38,377
+974
+3% +$69.6K 1.22% 21
2023
Q3 		$2.61M Sell
37,403
-2,610
-7% -$186K 1.42% 12
2023
Q2 		$2.75M Sell
40,013
-8,339
-17% -$530K 1.27% 19
2023
Q1 		$2.78M Sell
48,352
-25,694
-35% -$1.48M 1.59% 13
2022
Q4 		$4.22M Buy
74,046
+1,349
+2% +$78.9K 2.73% 8
2022
Q3 		$4.4M Buy
+72,697
New +$4.57M 3.14% 6
2022
Q1 		$3.52M Sell
48,705
-24,375
-33% -$1.63M 1.75% 7
2021
Q4 		$5.14M Buy
+73,080
New +$4.71M 2.23% 12
2021
Q2 		$1.05M Buy
19,849
+13,134
+196% +$675K 0.46% 40
2021
Q1 		$307K Sell
6,715
-9,957
-60% -$457K 0.15% 48
2020
Q4 		$790K Sell
16,672
-527
-3% -$24.3K 0.4% 45
2020
Q3 		$779K Buy
17,199
+325
+2% +$14.5K 0.69% 35
2020
Q2 		$688K Buy
+16,874
New +$651K 0.55% 35
2019
Q4 		$177K Buy
4,488
+3,984
+790% +$150K 0.14% 72
2019
Q3 		$18K Buy
+504
New +$18K 0.02% 95

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

HWG Holdings's BRO Position: Q1 2026 in Review

HWG Holdings sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 37,640 shares — an estimated $3M sold.

HWG Holdings first reported a position in BRO in Q3 2019 and held it in 22 quarters. The position peaked at $8.77M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • HWG Holdings reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • HWG Holdings sold 37,640 Brown & Brown shares in Q1 2026, an estimated $3M.
  • HWG Holdings first reported a position in Brown & Brown in Q3 2019 and held it in 22 quarters.
  • HWG Holdings's Brown & Brown position peaked at $8.77M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on HWG Holdings's 13F filing for Q1 2026, filed 6 May 2026.