Logan Capital Management’s Brown & Brown BRO Stock Holding History

Logan Capital 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	-13,621	Closed	-$1.09M	–	307
2025 Q4	$1.09M	Sell	13,621 -3,648	-21%	-$304K	0.05%	205
2025 Q3	$1.62M	Buy	17,269 +341	+2%	+$33.2K	0.07%	183
2025 Q2	$1.88M	Buy	16,928 +16,912	+105,700%	+$1.9M	0.09%	166
2025 Q1	$1.99K	Buy	16 +1	+7%	+$112	﹤0.01%	486
2024 Q4	$1.53K	Hold	15	–	–	﹤0.01%	464
2024 Q3	$1.55K	Hold	15	–	–	﹤0.01%	447
2024 Q2	$1.34K	Buy	+15	New	+$1.3K	﹤0.01%	440

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

Logan Capital Management's BRO Position: Q1 2026 in Review

Logan Capital Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 13,621 shares — an estimated $1.09M sold.

Logan Capital Management first reported a position in BRO in Q2 2024 and held it in 7 quarters. The position peaked at $1.88M in Q2 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Logan Capital Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 13,621 Brown & Brown shares in Q1 2026, an estimated $1.09M.
Logan Capital Management first reported a position in Brown & Brown in Q2 2024 and held it in 7 quarters.
Logan Capital Management's Brown & Brown position peaked at $1.88M in Q2 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.