Journey Strategic Wealth’s Brown & Brown BRO Stock Holding History

Journey Strategic Wealth’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	$351K	Buy	5,376 +933	+21%	+$67.3K	0.01%	472
2025 Q4	$354K	Sell	4,443 -1,830	-29%	-$153K	0.01%	434
2025 Q3	$588K	Buy	6,273 +1,598	+34%	+$156K	0.02%	257
2025 Q2	$518K	Buy	4,675 +162	+4%	+$18.2K	0.02%	291
2025 Q1	$561K	Buy	4,513 +27	+0.6%	+$3.02K	0.02%	207
2024 Q4	$458K	Buy	4,486 +99	+2%	+$10.6K	0.02%	240
2024 Q3	$454K	Buy	4,387 +344	+9%	+$34.2K	0.02%	237
2024 Q2	$361K	Buy	4,043 +1,071	+36%	+$93K	0.02%	214
2024 Q1	$260K	Hold	2,972	–	–	0.01%	221
2023 Q4	$211K	Hold	2,972	–	–	0.01%	191
2023 Q3	$208K	Hold	2,972	–	–	0.01%	169
2023 Q2	$205K	Sell	2,972 -1,302	-30%	-$82.8K	0.01%	172
2023 Q1	$245K	Buy	4,274 +2	+0%	+$115	0.03%	195
2022 Q4	$243K	Buy	4,272 +889	+26%	+$52K	0.03%	173
2022 Q3	$205K	Buy	+3,383	New	+$213K	0.03%	153
2022 Q2	–	Sell	-3,815	Closed	-$275K	–	139
2022 Q1	$275K	Buy	3,815 +405	+12%	+$27.2K	0.03%	109
2021 Q4	$240K	Buy	+3,410	New	+$220K	0.03%	157

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

Journey Strategic Wealth's BRO Position: Q1 2026 in Review

Journey Strategic Wealth increased its Brown & Brown (BRO) stake by 21% in Q1 2026, buying an estimated $67.3K and bringing the position to 5,376 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #472.

Journey Strategic Wealth first reported a position in BRO in Q4 2021 and has held it in 17 quarters since. The position peaked at $588K in Q3 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Journey Strategic Wealth held 5,376 shares of Brown & Brown worth $351K as of Q1 2026.
Journey Strategic Wealth bought 933 Brown & Brown shares in Q1 2026, an estimated $67.3K.
Brown & Brown made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #472 holding.
Journey Strategic Wealth first reported a position in Brown & Brown in Q4 2021 and has held it in 17 quarters since.
Journey Strategic Wealth's Brown & Brown position peaked at $588K in Q3 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.