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Prana Capital Management’s Brown & Brown BRO Stock Holding History

Prana Capital 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 		– Sell
-596,403
Closed -$47.5M – 138
2025
Q4 		$47.5M Sell
596,403
-344,438
-37% -$28.7M 1.72% 19
2025
Q3 		$88.2M Buy
940,841
+240,249
+34% +$23.4M 2.94% 11
2025
Q2 		$77.7M Buy
+700,592
New +$78.7M 2.77% 11
2024
Q1 		– Sell
-308,054
Closed -$21.9M – 90
2023
Q4 		$21.9M Sell
308,054
-129,487
-30% -$9.26M 1.29% 27
2023
Q3 		$30.6M Buy
437,541
+214,614
+96% +$15.3M 1.95% 21
2023
Q2 		$15.3M Sell
222,927
-254,997
-53% -$16.2M 1.02% 31
2023
Q1 		$27.4M Sell
477,924
-3,273
-0.7% -$188K 2.31% 17
2022
Q4 		$27.4M Buy
481,197
+350,535
+268% +$20.5M 2.1% 14
2022
Q3 		$7.9M Sell
130,662
-62,661
-32% -$3.94M 0.54% 47
2022
Q2 		$11.3M Buy
+193,323
New +$11.9M 0.86% 36
2022
Q1 		– Sell
-80,133
Closed -$5.63M – 92
2021
Q4 		$5.63M Sell
80,133
-204,146
-72% -$13.2M 0.44% 53
2021
Q3 		$15.8M Buy
284,279
+154,812
+120% +$8.63M 1.39% 24
2021
Q2 		$6.88M Buy
129,467
+37,413
+41% +$1.92M 0.47% 53
2021
Q1 		$4.21M Sell
92,054
-35,544
-28% -$1.63M 0.34% 59
2020
Q4 		$6.05M Buy
+127,598
New +$5.87M 0.79% 30
2019
Q4 		– Sell
-104,231
Closed -$3.76M – 54
2019
Q3 		$3.76M Sell
104,231
-63,131
-38% -$2.26M 0.68% 44
2019
Q2 		$5.61M Sell
167,362
-40,550
-20% -$1.29M 1.01% 31
2019
Q1 		$6.12M Buy
+207,912
New +$5.94M 0.94% 33
2018
Q2 		– Sell
-67,958
Closed -$1.73M – 46
2018
Q1 		$1.73M Sell
67,958
-357,352
-84% -$9.34M 0.51% 41
2017
Q4 		$10.9M Buy
+425,310
New +$10.7M 3.72% 10

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

Prana Capital Management's BRO Position: Q1 2026 in Review

Prana Capital Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 596,403 shares — an estimated $47.5M sold.

Prana Capital Management first reported a position in BRO in Q4 2017 and held it in 20 quarters. The position peaked at $88.2M in Q3 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Prana Capital Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Prana Capital Management sold 596,403 Brown & Brown shares in Q1 2026, an estimated $47.5M.
  • Prana Capital Management first reported a position in Brown & Brown in Q4 2017 and held it in 20 quarters.
  • Prana Capital Management's Brown & Brown position peaked at $88.2M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

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