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Port Capital’s Brown & Brown BRO Stock Holding History

Port Capital’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
-269,547
Closed -$21.5M – 84
2025
Q4 		$21.5M Sell
269,547
-73,903
-22% -$6.17M 0.93% 33
2025
Q3 		$32.2M Buy
343,450
+1,270
+0.4% +$124K 1.34% 30
2025
Q2 		$37.9M Buy
342,180
+26,365
+8% +$2.96M 1.61% 29
2025
Q1 		$39.3M Buy
315,815
+75,483
+31% +$8.43M 1.78% 24
2024
Q4 		$24.5M Buy
240,332
+2,423
+1% +$259K 1.12% 33
2024
Q3 		$24.6M Buy
237,909
+6,541
+3% +$651K 1.1% 33
2024
Q2 		$20.7M Buy
+231,368
New +$20.1M 1.04% 33

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 $60.8B AUM 26.63% 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

Port Capital's BRO Position: Q1 2026 in Review

Port Capital sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 269,547 shares — an estimated $21.5M sold.

Port Capital first reported a position in BRO in Q2 2024 and held it in 7 quarters. The position peaked at $39.3M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Port Capital reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Port Capital sold 269,547 Brown & Brown shares in Q1 2026, an estimated $21.5M.
  • Port Capital first reported a position in Brown & Brown in Q2 2024 and held it in 7 quarters.
  • Port Capital's Brown & Brown position peaked at $39.3M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.