Legacy Wealth Asset Management’s Brown & Brown BRO Stock Holding History

Legacy Wealth Asset Management’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	-3,134	Closed	-$250K	–	377
2025 Q4	$250K	Sell	3,134 -61	-2%	-$5.09K	0.06%	334
2025 Q3	$300K	Buy	3,195 +76	+2%	+$7.41K	0.07%	316
2025 Q2	$346K	Sell	3,119 -551	-15%	-$61.9K	0.09%	297
2025 Q1	$457K	Sell	3,670 -261	-7%	-$29.2K	0.13%	251
2024 Q4	$401K	Sell	3,931 -259	-6%	-$27.7K	0.11%	271
2024 Q3	$434K	Buy	4,190 +234	+6%	+$23.3K	0.12%	266
2024 Q2	$354K	Buy	3,956 +49	+1%	+$4.25K	0.1%	281
2024 Q1	$342K	Buy	3,907 +528	+16%	+$42.4K	0.1%	283
2023 Q4	$240K	Buy	+3,379	New	+$242K	0.08%	316

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Legacy Wealth Asset Management's BRO Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,134 shares — an estimated $250K sold.

Legacy Wealth Asset Management first reported a position in BRO in Q4 2023 and held it in 9 quarters. The position peaked at $457K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Legacy Wealth Asset Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Asset Management sold 3,134 Brown & Brown shares in Q1 2026, an estimated $250K.
Legacy Wealth Asset Management first reported a position in Brown & Brown in Q4 2023 and held it in 9 quarters.
Legacy Wealth Asset Management's Brown & Brown position peaked at $457K in Q1 2025.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.