Oppenheimer & Co’s Brown & Brown BRO Stock Holding History

Oppenheimer & Co’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	-2,868	Closed	-$229K	–	1699
2025 Q4	$229K	Buy	+2,868	New	+$239K	﹤0.01%	1379

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

Oppenheimer & Co's BRO Position: Q1 2026 in Review

Oppenheimer & Co sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,868 shares — an estimated $229K sold.

Oppenheimer & Co first reported a position in BRO in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Oppenheimer & Co reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Oppenheimer & Co sold 2,868 Brown & Brown shares in Q1 2026, an estimated $229K.
Oppenheimer & Co first reported a position in Brown & Brown in Q4 2025 and held it in 1 quarter.
Oppenheimer & Co's Brown & Brown position peaked at $229K in Q4 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.