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MASECO Private Wealth’s Brown & Brown BRO Stock Holding History

MASECO Private Wealth’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
-759
Closed -$60.5K – 407
2025
Q4 		$60.5K Buy
+759
New +$63.3K ﹤0.01% 154
2025
Q3 		– Sell
-979
Closed -$109K – 311
2025
Q2 		$109K Buy
+979
New +$110K ﹤0.01% 122

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

MASECO Private Wealth's BRO Position: Q1 2026 in Review

MASECO Private Wealth sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 759 shares — an estimated $60.5K sold.

MASECO Private Wealth first reported a position in BRO in Q2 2025 and held it in 2 quarters. The position peaked at $109K in Q2 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • MASECO Private Wealth reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 759 Brown & Brown shares in Q1 2026, an estimated $60.5K.
  • MASECO Private Wealth first reported a position in Brown & Brown in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Brown & Brown position peaked at $109K in Q2 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

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