Monte Financial Group’s Brown & Brown BRO Stock Holding History

Monte Financial Group’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	$989K	Buy	15,161 +3,453	+29%	+$249K	0.35%	70
2025 Q4	$933K	Buy	11,708 +907	+8%	+$75.7K	0.35%	68
2025 Q3	$1.01M	Buy	10,801 +233	+2%	+$22.7K	0.37%	66
2025 Q2	$1.17M	Buy	10,568 +140	+1%	+$15.7K	0.46%	61
2025 Q1	$1.22M	Buy	10,428 +170	+2%	+$19K	0.54%	52
2024 Q4	$1.05M	Buy	10,258 +2,142	+26%	+$229K	0.45%	60
2024 Q3	$841K	Buy	8,116 +61	+0.8%	+$6.07K	0.35%	66
2024 Q2	$720K	Buy	8,055 +2,268	+39%	+$197K	0.32%	66
2024 Q1	$507K	Buy	+5,787	New	+$465K	0.22%	71

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Monte Financial Group's BRO Position: Q1 2026 in Review

Monte Financial Group increased its Brown & Brown (BRO) stake by 29% in Q1 2026, buying an estimated $249K and bringing the position to 15,161 shares worth $989K. The position accounts for 0.35% of the portfolio, ranked #70.

Monte Financial Group first reported a position in BRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Monte Financial Group held 15,161 shares of Brown & Brown worth $989K as of Q1 2026.
Monte Financial Group bought 3,453 Brown & Brown shares in Q1 2026, an estimated $249K.
Brown & Brown made up 0.35% of Monte Financial Group's portfolio in Q1 2026, its #70 holding.
Monte Financial Group first reported a position in Brown & Brown in Q1 2024 and has held it in 9 quarters since.
Monte Financial Group's Brown & Brown position peaked at $1.22M in Q1 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.