Modus Advisors’s Brown & Brown BRO Stock Holding History

Modus Advisors’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	-60	Closed	-$4.78K	–	142
2025 Q4	$4.78K	Buy	+60	New	+$5.01K	﹤0.01%	298
2025 Q1	–	Sell	-60	Closed	-$6.12K	–	131
2024 Q4	$6.12K	Buy	+60	New	+$6.41K	﹤0.01%	248

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

Modus Advisors's BRO Position: Q1 2026 in Review

Modus Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 60 shares — an estimated $4.78K sold.

Modus Advisors first reported a position in BRO in Q4 2024 and held it in 2 quarters. The position peaked at $6.12K in Q4 2024. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Modus Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 60 Brown & Brown shares in Q1 2026, an estimated $4.78K.
Modus Advisors first reported a position in Brown & Brown in Q4 2024 and held it in 2 quarters.
Modus Advisors's Brown & Brown position peaked at $6.12K in Q4 2024.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.