Nicholson Wealth Management Group’s Brown & Brown BRO Stock Holding History

Nicholson Wealth Management 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	$1.59M	Buy	24,325 +1,755	+8%	+$127K	0.92%	62
2025 Q4	$1.8M	Buy	22,570 +5,357	+31%	+$447K	1.06%	53
2025 Q3	$1.61M	Buy	17,213 +2,447	+17%	+$238K	0.95%	57
2025 Q2	$1.64M	Buy	14,766 +230	+2%	+$25.8K	1.01%	42
2025 Q1	$1.81M	Buy	14,536 +277	+2%	+$31K	1.19%	21
2024 Q4	$1.45M	Buy	14,259 +3,498	+33%	+$374K	0.97%	57
2024 Q3	$1.11M	Buy	+10,761	New	+$1.07M	0.92%	28

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

Nicholson Wealth Management Group's BRO Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its Brown & Brown (BRO) stake by 7.8% in Q1 2026, buying an estimated $127K and bringing the position to 24,325 shares worth $1.59M. The position accounts for 0.92% of the portfolio, ranked #62.

Nicholson Wealth Management Group first reported a position in BRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Nicholson Wealth Management Group held 24,325 shares of Brown & Brown worth $1.59M as of Q1 2026.
Nicholson Wealth Management Group bought 1,755 Brown & Brown shares in Q1 2026, an estimated $127K.
Brown & Brown made up 0.92% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #62 holding.
Nicholson Wealth Management Group first reported a position in Brown & Brown in Q3 2024 and has held it in 7 quarters since.
Nicholson Wealth Management Group's Brown & Brown position peaked at $1.81M in Q1 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.