PWPS
BRO icon

Pinnacle Wealth Planning Services’s Brown & Brown BRO Stock Holding History

Pinnacle Wealth Planning Services’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 		$97.3K Buy
1,492
+466
+45% +$33.6K 0.01% 816
2025
Q4 		$81.8K Buy
+1,026
New +$85.6K 0.01% 895
2021
Q1 		– Sell
-18
Closed -$1K – 571
2020
Q4 		$1K Buy
+18
New +$829 ﹤0.01% 2072

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's BRO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Brown & Brown (BRO) stake by 45% in Q1 2026, buying an estimated $33.6K and bringing the position to 1,492 shares worth $97.3K. The position accounts for 0.01% of the portfolio, ranked #816.

Pinnacle Wealth Planning Services first reported a position in BRO in Q4 2020 and has held it in 3 quarters since. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,492 shares of Brown & Brown worth $97.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 466 Brown & Brown shares in Q1 2026, an estimated $33.6K.
  • Brown & Brown made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #816 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brown & Brown in Q4 2020 and has held it in 3 quarters since.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.