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Parr McKnight Wealth Management Group’s Brown & Brown BRO Stock Holding History

Parr McKnight 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 		– Sell
-10,821
Closed -$862K – 217
2025
Q4 		$862K Sell
10,821
-3,273
-23% -$273K 0.11% 163
2025
Q3 		$1.32M Buy
14,094
+1,886
+15% +$184K 0.17% 145
2025
Q2 		$1.35M Sell
12,208
-68
-0.6% -$7.64K 0.19% 141
2025
Q1 		$1.53M Buy
12,276
+5
+0% +$559 0.22% 128
2024
Q4 		$1.25M Buy
+12,271
New +$1.31M 0.18% 124

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Parr McKnight Wealth Management Group sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 10,821 shares — an estimated $862K sold.

Parr McKnight Wealth Management Group first reported a position in BRO in Q4 2024 and held it in 5 quarters. The position peaked at $1.53M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Parr McKnight Wealth Management Group reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 10,821 Brown & Brown shares in Q1 2026, an estimated $862K.
  • Parr McKnight Wealth Management Group first reported a position in Brown & Brown in Q4 2024 and held it in 5 quarters.
  • Parr McKnight Wealth Management Group's Brown & Brown position peaked at $1.53M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

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