Parkwoods Wealth Partners’s Brown & Brown BRO Stock Holding History

Parkwoods Wealth Partners’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	$655K	Sell	10,052 -3	-0%	-$216	0.16%	50
2025 Q4	$801K	Sell	10,055 -6	-0.1%	-$501	0.24%	42
2025 Q3	$944K	Sell	10,061 -467	-4%	-$45.5K	0.32%	32
2025 Q2	$1.17M	Hold	10,528	–	–	0.67%	14
2025 Q1	$1.31M	Hold	10,528	–	–	0.88%	11
2024 Q4	$1.07M	Hold	10,528	–	–	0.85%	10
2024 Q3	$1.09M	Buy	+10,528	New	+$1.05M	0.9%	8

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

Parkwoods Wealth Partners's BRO Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its Brown & Brown (BRO) stake by 0.03% in Q1 2026, selling an estimated $216 and leaving 10,052 shares worth $655K. The position accounts for 0.16% of the portfolio, ranked #50.

Parkwoods Wealth Partners first reported a position in BRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Parkwoods Wealth Partners held 10,052 shares of Brown & Brown worth $655K as of Q1 2026.
Parkwoods Wealth Partners sold 3 Brown & Brown shares in Q1 2026, an estimated $216.
Brown & Brown made up 0.16% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #50 holding.
Parkwoods Wealth Partners first reported a position in Brown & Brown in Q3 2024 and has held it in 7 quarters since.
Parkwoods Wealth Partners's Brown & Brown position peaked at $1.31M in Q1 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.