OP Asset Management’s Brown & Brown BRO Stock Holding History

OP Asset 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	$2M	Sell	30,640 -2,479	-7%	-$179K	0.02%	447
2025 Q4	$2.64M	Buy	33,119 +1,470	+5%	+$123K	0.03%	370
2025 Q3	$2.97M	Buy	31,649 +1,904	+6%	+$186K	0.04%	347
2025 Q2	$3.3M	Buy	29,745 +4,103	+16%	+$461K	0.05%	314
2025 Q1	$3.19M	Buy	+25,642	New	+$2.87M	0.05%	301

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

OP Asset Management's BRO Position: Q1 2026 in Review

OP Asset Management reduced its Brown & Brown (BRO) stake by 7.5% in Q1 2026, selling an estimated $179K and leaving 30,640 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #447.

OP Asset Management first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.3M in Q2 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

OP Asset Management held 30,640 shares of Brown & Brown worth $2M as of Q1 2026.
OP Asset Management sold 2,479 Brown & Brown shares in Q1 2026, an estimated $179K.
Brown & Brown made up 0.02% of OP Asset Management's portfolio in Q1 2026, its #447 holding.
OP Asset Management first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
OP Asset Management's Brown & Brown position peaked at $3.3M in Q2 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.