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NewEdge Wealth’s Brown & Brown BRO Stock Holding History

NewEdge 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
-3,472
Closed -$277K – 1144
2025
Q4 		$277K Buy
+3,472
New +$290K ﹤0.01% 1053
2025
Q1 		– Sell
-2,270
Closed -$232K – 938
2024
Q4 		$232K Buy
2,270
+76
+3% +$8.12K ﹤0.01% 846
2024
Q3 		$227K Buy
+2,194
New +$218K ﹤0.01% 803
2024
Q2 		– Sell
-2,880
Closed -$239K – 772
2024
Q1 		$239K Buy
+2,880
New +$232K 0.01% 720
2022
Q3 		– Sell
-11,665
Closed -$681K – 529
2022
Q2 		$681K Buy
+11,665
New +$716K 0.03% 340

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

NewEdge Wealth's BRO Position: Q1 2026 in Review

NewEdge Wealth sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,472 shares — an estimated $277K sold.

NewEdge Wealth first reported a position in BRO in Q2 2022 and held it in 5 quarters. The position peaked at $681K in Q2 2022. 815 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • NewEdge Wealth reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 3,472 Brown & Brown shares in Q1 2026, an estimated $277K.
  • NewEdge Wealth first reported a position in Brown & Brown in Q2 2022 and held it in 5 quarters.
  • NewEdge Wealth's Brown & Brown position peaked at $681K in Q2 2022.
  • 815 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.