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Maridea Wealth Management’s Brown & Brown BRO Stock Holding History

Maridea Wealth 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 		$1.74M Buy
26,670
+3,228
+14% +$233K 0.25% 100
2025
Q4 		$1.87M Buy
23,442
+10,905
+87% +$910K 0.28% 93
2025
Q3 		$1.1M Buy
+12,537
New +$1.22M 0.17% 134

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

Maridea Wealth Management's BRO Position: Q1 2026 in Review

Maridea Wealth Management increased its Brown & Brown (BRO) stake by 14% in Q1 2026, buying an estimated $233K and bringing the position to 26,670 shares worth $1.74M. The position accounts for 0.25% of the portfolio, ranked #100.

Maridea Wealth Management first reported a position in BRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Maridea Wealth Management held 26,670 shares of Brown & Brown worth $1.74M as of Q1 2026.
  • Maridea Wealth Management bought 3,228 Brown & Brown shares in Q1 2026, an estimated $233K.
  • Brown & Brown made up 0.25% of Maridea Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Maridea Wealth Management first reported a position in Brown & Brown in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Brown & Brown position peaked at $1.87M in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.