NFP Retirement Inc’s Brown & Brown BRO Stock Holding History

NFP Retirement Inc’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	$436K	Sell	6,682 -53	-0.8%	-$3.82K	0.03%	212
2025 Q4	$537K	Buy	6,735 +25	+0.4%	+$2.09K	0.03%	191
2025 Q3	$629K	Buy	6,710 +7	+0.1%	+$682	0.04%	171
2025 Q2	$743K	Buy	6,703 +23	+0.3%	+$2.58K	0.05%	158
2025 Q1	$831K	Hold	6,680	–	–	0.07%	134
2024 Q4	$681K	Hold	6,680	–	–	0.05%	153
2024 Q3	$692K	Hold	6,680	–	–	0.06%	155
2024 Q2	$597K	Hold	6,680	–	–	0.05%	171
2024 Q1	$585K	Sell	6,680 -500	-7%	-$40.2K	0.05%	168
2023 Q4	$511K	Hold	7,180	–	–	0.09%	148
2023 Q3	$501K	Sell	7,180 -432	-6%	-$30.8K	0.1%	146
2023 Q2	$524K	Sell	7,612 -468	-6%	-$29.8K	0.1%	146
2023 Q1	$464K	Sell	8,080 -900	-10%	-$51.7K	0.09%	158
2022 Q4	$512K	Sell	8,980 -128	-1%	-$7.49K	0.11%	144
2022 Q3	$551K	Hold	9,108	–	–	0.14%	130
2022 Q2	$531K	Hold	9,108	–	–	0.13%	129
2022 Q1	$658K	Buy	+9,108	New	+$611K	0.16%	106

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

NFP Retirement Inc's BRO Position: Q1 2026 in Review

NFP Retirement Inc reduced its Brown & Brown (BRO) stake by 0.79% in Q1 2026, selling an estimated $3.82K and leaving 6,682 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #212.

NFP Retirement Inc first reported a position in BRO in Q1 2022 and has held it in 17 quarters since. The position peaked at $831K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

NFP Retirement Inc held 6,682 shares of Brown & Brown worth $436K as of Q1 2026.
NFP Retirement Inc sold 53 Brown & Brown shares in Q1 2026, an estimated $3.82K.
Brown & Brown made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #212 holding.
NFP Retirement Inc first reported a position in Brown & Brown in Q1 2022 and has held it in 17 quarters since.
NFP Retirement Inc's Brown & Brown position peaked at $831K in Q1 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.