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Klingman & Associates’s Brown & Brown BRO Stock Holding History

Klingman & Associates’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
-5,004
Closed -$399K – 335
2025
Q4 		$399K Buy
5,004
+253
+5% +$21.1K 0.02% 215
2025
Q3 		$446K Buy
4,751
+252
+6% +$24.6K 0.02% 205
2025
Q2 		$499K Buy
4,499
+60
+1% +$6.74K 0.03% 176
2025
Q1 		$552K Buy
4,439
+27
+0.6% +$3.02K 0.03% 145
2024
Q4 		$450K Sell
4,412
-1,393
-24% -$149K 0.03% 162
2024
Q3 		$601K Hold
5,805
– – 0.04% 144
2024
Q2 		$519K Sell
5,805
-27,730
-83% -$2.41M 0.04% 137
2024
Q1 		$2.94M Hold
33,535
– – 0.2% 51
2023
Q4 		$2.38M Hold
33,535
– – 0.18% 57
2023
Q3 		$2.34M Buy
33,535
+8
+0% +$571 0.19% 54
2023
Q2 		$2.31M Buy
33,527
+2
+0% +$127 0.19% 51
2023
Q1 		$1.93M Sell
33,525
-9
-0% -$517 0.17% 57
2022
Q4 		$1.91M Buy
33,534
+9
+0% +$526 0.17% 55
2022
Q3 		$2.03M Sell
33,525
-6
-0% -$378 0.2% 50
2022
Q2 		$1.96M Buy
+33,531
New +$2.06M 0.19% 52

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

Klingman & Associates's BRO Position: Q1 2026 in Review

Klingman & Associates sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 5,004 shares — an estimated $399K sold.

Klingman & Associates first reported a position in BRO in Q2 2022 and held it in 15 quarters. The position peaked at $2.94M in Q1 2024. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Klingman & Associates reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Klingman & Associates sold 5,004 Brown & Brown shares in Q1 2026, an estimated $399K.
  • Klingman & Associates first reported a position in Brown & Brown in Q2 2022 and held it in 15 quarters.
  • Klingman & Associates's Brown & Brown position peaked at $2.94M in Q1 2024.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.