Moran Wealth Management’s Brown & Brown BRO Stock Holding History

Moran Wealth Management’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	-93,521	Closed	-$7.45M	–	486
2025 Q4	$7.45M	Buy	+93,521	New	+$7.8M	0.23%	140
2025 Q3	–	Sell	-113,137	Closed	-$12.5M	–	499
2025 Q2	$12.5M	Buy	113,137 +1,820	+2%	+$205K	0.39%	79
2025 Q1	$13.8M	Buy	111,317 +82,234	+283%	+$9.19M	0.47%	71
2024 Q4	$2.97M	Buy	29,083 +1,607	+6%	+$172K	0.09%	228
2024 Q3	$2.85M	Buy	+27,476	New	+$2.73M	0.09%	233

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 $60.8B AUM 26.63% 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

Moran Wealth Management's BRO Position: Q1 2026 in Review

Moran Wealth Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 93,521 shares — an estimated $7.45M sold.

Moran Wealth Management first reported a position in BRO in Q3 2024 and held it in 5 quarters. The position peaked at $13.8M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Moran Wealth Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 93,521 Brown & Brown shares in Q1 2026, an estimated $7.45M.
Moran Wealth Management first reported a position in Brown & Brown in Q3 2024 and held it in 5 quarters.
Moran Wealth Management's Brown & Brown position peaked at $13.8M in Q1 2025.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.