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Mark Sheptoff Financial Planning’s Brown & Brown BRO Stock Holding History

Mark Sheptoff Financial Planning’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
-250
Closed -$19.9K – 518
2025
Q4 		$19.9K Buy
+250
New +$20.9K 0.01% 278

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

Mark Sheptoff Financial Planning's BRO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 250 shares — an estimated $19.9K sold.

Mark Sheptoff Financial Planning first reported a position in BRO in Q4 2025 and held it in 1 quarter. The position peaked at $19.9K in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Brown & Brown shares in Q1 2026, an estimated $19.9K.
  • Mark Sheptoff Financial Planning first reported a position in Brown & Brown in Q4 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Brown & Brown position peaked at $19.9K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.