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IEQ Capital’s Brown & Brown BRO Stock Holding History

IEQ Capital’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
-6,813
Closed -$543K – 1916
2025
Q4 		$543K Sell
6,813
-9,562
-58% -$798K ﹤0.01% 1293
2025
Q3 		$1.54M Buy
+16,375
New +$1.6M ﹤0.01% 854
2025
Q1 		– Sell
-2,079
Closed -$212K – 1627
2024
Q4 		$212K Sell
2,079
-5,257
-72% -$561K ﹤0.01% 1178
2024
Q3 		$760K Sell
7,336
-32
-0.4% -$3.18K 0.01% 623
2024
Q2 		$659K Buy
7,368
+712
+11% +$61.8K 0.01% 577
2024
Q1 		$583K Buy
6,656
+131
+2% +$10.5K 0.01% 578
2023
Q4 		$464K Sell
6,525
-940
-13% -$67.2K 0.01% 601
2023
Q3 		$521K Buy
7,465
+1,537
+26% +$110K 0.01% 558
2023
Q2 		$408K Sell
5,928
-1,912
-24% -$122K 0.01% 598
2023
Q1 		$450K Buy
7,840
+1,464
+23% +$84.1K 0.01% 606
2022
Q4 		$363K Sell
6,376
-663
-9% -$38.8K 0.01% 584
2022
Q3 		$426K Buy
7,039
+378
+6% +$23.8K 0.01% 573
2022
Q2 		$389K Buy
+6,661
New +$409K 0.01% 531

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 $59.9B AUM 27.01% 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

IEQ Capital's BRO Position: Q1 2026 in Review

IEQ Capital sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 6,813 shares — an estimated $543K sold.

IEQ Capital first reported a position in BRO in Q2 2022 and held it in 13 quarters. The position peaked at $1.54M in Q3 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • IEQ Capital reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 6,813 Brown & Brown shares in Q1 2026, an estimated $543K.
  • IEQ Capital first reported a position in Brown & Brown in Q2 2022 and held it in 13 quarters.
  • IEQ Capital's Brown & Brown position peaked at $1.54M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

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