MCM
BRO icon

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

Manchester 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 		$4.83K Sell
74
-7,769
-99% -$560K ﹤0.01% 897
2025
Q4 		$625K Buy
7,843
+46
+0.6% +$3.84K 0.09% 144
2025
Q3 		$731K Sell
7,797
-1,803
-19% -$176K 0.1% 144
2025
Q2 		$1.06M Sell
9,600
-342
-3% -$38.4K 0.14% 112
2025
Q1 		$1.24M Buy
9,942
+193
+2% +$21.6K 0.15% 95
2024
Q4 		$995K Buy
9,749
+341
+4% +$36.4K 0.12% 115
2024
Q3 		$975K Buy
9,408
+1,618
+21% +$161K 0.11% 119
2024
Q2 		$697K Hold
7,790
– – 0.08% 148
2024
Q1 		$682K Buy
7,790
+9
+0.1% +$724 0.08% 151
2023
Q4 		$553K Hold
7,781
– – 0.07% 159
2023
Q3 		$543K Hold
7,781
– – 0.08% 148
2023
Q2 		$536K Sell
7,781
-3,035
-28% -$193K 0.07% 158
2023
Q1 		$621K Buy
10,816
+1,038
+11% +$59.7K 0.08% 155
2022
Q4 		$557K Buy
9,778
+9,757
+46,462% +$571K 0.08% 147
2022
Q3 		$1K Sell
21
-3
-13% -$189 ﹤0.01% 725
2022
Q2 		$1K Sell
24
-15
-38% -$921 ﹤0.01% 786
2022
Q1 		$3K Hold
39
– – ﹤0.01% 727
2021
Q4 		$3K Hold
39
– – ﹤0.01% 751
2021
Q3 		$2K Buy
+39
New +$2.17K ﹤0.01% 844
2021
Q1 		– Sell
-5
Closed – – 661
2020
Q4 		$0 Hold
5
– – ﹤0.01% 738
2020
Q3 		$0 Buy
+5
New +$223 ﹤0.01% 564

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Manchester Capital Management reduced its Brown & Brown (BRO) stake by 99% in Q1 2026, selling an estimated $560K and leaving 74 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Manchester Capital Management first reported a position in BRO in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.24M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Manchester Capital Management held 74 shares of Brown & Brown worth $4.83K as of Q1 2026.
  • Manchester Capital Management sold 7,769 Brown & Brown shares in Q1 2026, an estimated $560K.
  • Brown & Brown made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #897 holding.
  • Manchester Capital Management first reported a position in Brown & Brown in Q3 2020 and has held it in 21 quarters since.
  • Manchester Capital Management's Brown & Brown position peaked at $1.24M in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.