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

Peninsula 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	$1.18M	Buy	18,165 +3,620	+25%	+$261K	0.6%	35
2025 Q4	$1.16M	Sell	14,545 -10,085	-41%	-$841K	0.59%	36
2025 Q3	$2.31M	Buy	24,630 +110	+0.4%	+$10.7K	1.19%	28
2025 Q2	$2.72M	Buy	24,520 +185	+0.8%	+$20.8K	1.44%	27
2025 Q1	$3.03M	Buy	+24,335	New	+$2.72M	1.68%	22

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

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

Peninsula Asset Management increased its Brown & Brown (BRO) stake by 25% in Q1 2026, buying an estimated $261K and bringing the position to 18,165 shares worth $1.18M. The position accounts for 0.6% of the portfolio, ranked #35.

Peninsula Asset Management first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.03M in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Peninsula Asset Management held 18,165 shares of Brown & Brown worth $1.18M as of Q1 2026.
Peninsula Asset Management bought 3,620 Brown & Brown shares in Q1 2026, an estimated $261K.
Brown & Brown made up 0.6% of Peninsula Asset Management's portfolio in Q1 2026, its #35 holding.
Peninsula Asset Management first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
Peninsula Asset Management's Brown & Brown position peaked at $3.03M in Q1 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Peninsula Asset Management's 13F filing for Q1 2026, filed 5 May 2026.