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Integrated Investment Consultants’s Brown & Brown BRO Stock Holding History

Integrated Investment Consultants’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
-5,115
Closed -$408K – 267
2025
Q4 		$408K Sell
5,115
-754
-13% -$62.9K 0.08% 162
2025
Q3 		$550K Sell
5,869
-2,095
-26% -$204K 0.09% 138
2025
Q2 		$883K Sell
7,964
-784
-9% -$88.1K 0.17% 93
2025
Q1 		$1.09M Sell
8,748
-21
-0.2% -$2.35K 0.22% 80
2024
Q4 		$895K Buy
8,769
+610
+7% +$65.1K 0.18% 97
2024
Q3 		$845K Sell
8,159
-1,069
-12% -$106K 0.18% 85
2024
Q2 		$808K Hold
9,228
– – 0.22% 74
2024
Q1 		$808K Buy
9,228
+643
+7% +$51.7K 0.22% 74
2023
Q4 		$610K Buy
8,585
+628
+8% +$44.9K 0.19% 92
2023
Q3 		$556K Buy
7,957
+2,385
+43% +$170K 0.2% 90
2023
Q2 		$384K Buy
5,572
+948
+21% +$60.3K 0.12% 151
2023
Q1 		$266K Buy
4,624
+865
+23% +$49.7K 0.08% 211
2022
Q4 		$214K Buy
+3,759
New +$220K 0.07% 225
2022
Q2 		– Sell
-6,387
Closed -$462K – 254
2022
Q1 		$462K Sell
6,387
-1,924
-23% -$129K 0.13% 141
2021
Q4 		$584K Buy
8,311
+1,389
+20% +$89.6K 0.16% 111
2021
Q3 		$384K Buy
6,922
+1,672
+32% +$93.2K 0.11% 173
2021
Q2 		$279K Buy
+5,250
New +$270K 0.08% 220
2018
Q2 		– Sell
-5,850
Closed -$149K – 235
2018
Q1 		$149K Buy
+5,850
New +$153K 0.06% 239
2017
Q3 		$151K Hold
6,250
– – 0.07% 209
2017
Q2 		$135K Hold
6,250
– – 0.06% 225
2017
Q1 		$130K Hold
6,250
– – 0.06% 226
2016
Q4 		$140K Buy
6,250
+400
+7% +$8.13K 0.07% 205
2016
Q3 		$110K Buy
5,850
+600
+11% +$11.1K 0.06% 242
2016
Q2 		$98K Buy
5,250
+3,150
+150% +$56K 0.06% 265
2016
Q1 		$36K Buy
+2,100
New +$33.7K 0.02% 388

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

Integrated Investment Consultants's BRO Position: Q1 2026 in Review

Integrated Investment Consultants sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 5,115 shares — an estimated $408K sold.

Integrated Investment Consultants first reported a position in BRO in Q1 2016 and held it in 25 quarters. The position peaked at $1.09M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Integrated Investment Consultants reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Integrated Investment Consultants sold 5,115 Brown & Brown shares in Q1 2026, an estimated $408K.
  • Integrated Investment Consultants first reported a position in Brown & Brown in Q1 2016 and held it in 25 quarters.
  • Integrated Investment Consultants's Brown & Brown position peaked at $1.09M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.