Hyperion Capital Advisors’s Brown & Brown BRO Stock Holding History

Hyperion Capital Advisors’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	$580K	Buy	8,900 +1,400	+19%	+$101K	0.28%	34
2025 Q4	$598K	Hold	7,500	–	–	0.29%	32
2025 Q3	$703K	Hold	7,500	–	–	0.38%	30
2025 Q2	$832K	Hold	7,500	–	–	0.52%	26
2025 Q1	$933K	Hold	7,500	–	–	0.51%	25
2024 Q4	$765K	Hold	7,500	–	–	0.39%	28
2024 Q3	$777K	Hold	7,500	–	–	0.37%	27
2024 Q2	$671K	Hold	7,500	–	–	0.31%	31
2024 Q1	$657K	Hold	7,500	–	–	0.31%	32
2023 Q4	$533K	Hold	7,500	–	–	0.29%	33
2023 Q3	$524K	Hold	7,500	–	–	0.29%	36
2023 Q2	$516K	Sell	7,500 -4,500	-38%	-$286K	0.28%	38
2023 Q1	$689K	Sell	12,000 -20,000	-63%	-$1.15M	0.33%	32
2022 Q4	$1.82M	Hold	32,000	–	–	0.9%	19
2022 Q3	$1.94M	Hold	32,000	–	–	0.95%	18
2022 Q2	$1.87M	Hold	32,000	–	–	0.87%	22
2022 Q1	$2.31M	Hold	32,000	–	–	0.88%	21
2021 Q4	$2.25M	Hold	32,000	–	–	0.5%	23
2021 Q3	$1.77M	Hold	32,000	–	–	0.47%	21
2021 Q2	$1.7M	Hold	32,000	–	–	0.49%	22
2021 Q1	$1.46M	Hold	32,000	–	–	0.47%	20
2020 Q4	$1.52M	Hold	32,000	–	–	0.6%	19
2020 Q3	$1.45M	Hold	32,000	–	–	0.7%	17
2020 Q2	$1.3M	Hold	32,000	–	–	0.77%	17
2020 Q1	$1.16M	Hold	32,000	–	–	0.82%	15
2019 Q4	$1.26M	Buy	+32,000	New	+$1.2M	0.68%	17

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Hyperion Capital Advisors's BRO Position: Q1 2026 in Review

Hyperion Capital Advisors increased its Brown & Brown (BRO) stake by 19% in Q1 2026, buying an estimated $101K and bringing the position to 8,900 shares worth $580K. The position accounts for 0.28% of the portfolio, ranked #34.

Hyperion Capital Advisors first reported a position in BRO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.31M in Q1 2022. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Hyperion Capital Advisors held 8,900 shares of Brown & Brown worth $580K as of Q1 2026.
Hyperion Capital Advisors bought 1,400 Brown & Brown shares in Q1 2026, an estimated $101K.
Brown & Brown made up 0.28% of Hyperion Capital Advisors's portfolio in Q1 2026, its #34 holding.
Hyperion Capital Advisors first reported a position in Brown & Brown in Q4 2019 and has held it in 26 quarters since.
Hyperion Capital Advisors's Brown & Brown position peaked at $2.31M in Q1 2022.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.