IFG
BRO icon

Independent Financial Group’s Brown & Brown BRO Stock Holding History

Independent Financial Group’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
-2,910
Closed -$232K – 1458
2025
Q4 		$232K Sell
2,910
-2
-0.1% -$167 0.01% 1270
2025
Q3 		$273K Sell
2,912
-1,890
-39% -$184K 0.01% 1134
2025
Q2 		$532K Buy
4,802
+1,912
+66% +$215K 0.01% 756
2025
Q1 		$360K Sell
2,890
-63
-2% -$7.04K 0.01% 859
2024
Q4 		$301K Hold
2,953
– – 0.01% 898
2024
Q3 		$306K Sell
2,953
-406
-12% -$40.4K 0.01% 872
2024
Q2 		$300K Buy
3,359
+254
+8% +$22.1K 0.01% 839
2024
Q1 		$272K Sell
3,105
-890
-22% -$71.5K 0.01% 830
2023
Q4 		$284K Sell
3,995
-135
-3% -$9.65K 0.02% 740
2023
Q3 		$288K Sell
4,130
-866
-17% -$61.8K 0.02% 674
2023
Q2 		$344K Buy
4,996
+277
+6% +$17.6K 0.02% 592
2023
Q1 		$271K Buy
4,719
+63
+1% +$3.62K 0.02% 646
2022
Q4 		$265K Buy
4,656
+1,017
+28% +$59.5K 0.02% 599
2022
Q3 		$220K Hold
3,639
– – 0.02% 636
2022
Q2 		$212K Sell
3,639
-2,560
-41% -$157K 0.02% 625
2022
Q1 		$448K Buy
6,199
+250
+4% +$16.8K 0.04% 460
2021
Q4 		$418K Buy
+5,949
New +$384K 0.03% 473

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

Independent Financial Group's BRO Position: Q1 2026 in Review

Independent Financial Group sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,910 shares — an estimated $232K sold.

Independent Financial Group first reported a position in BRO in Q4 2021 and held it in 17 quarters. The position peaked at $532K in Q2 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Independent Financial Group reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 2,910 Brown & Brown shares in Q1 2026, an estimated $232K.
  • Independent Financial Group first reported a position in Brown & Brown in Q4 2021 and held it in 17 quarters.
  • Independent Financial Group's Brown & Brown position peaked at $532K in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.