Miller Capital Partners’s Brown & Brown BRO Stock Holding History

Miller Capital Partners’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	-93	Closed	-$7.41K	–	264
2025 Q4	$7.41K	Buy	+93	New	+$7.76K	﹤0.01%	251

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Miller Capital Partners's BRO Position: Q1 2026 in Review

Miller Capital Partners sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 93 shares — an estimated $7.41K sold.

Miller Capital Partners first reported a position in BRO in Q4 2025 and held it in 1 quarter. The position peaked at $7.41K in Q4 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Miller Capital Partners reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Miller Capital Partners sold 93 Brown & Brown shares in Q1 2026, an estimated $7.41K.
Miller Capital Partners first reported a position in Brown & Brown in Q4 2025 and held it in 1 quarter.
Miller Capital Partners's Brown & Brown position peaked at $7.41K in Q4 2025.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Miller Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.