PAG
BRO icon

Private Advisor Group’s Brown & Brown BRO Stock Holding History

Private Advisor 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
-3,612
Closed -$288K – 2731
2025
Q4 		$288K Sell
3,612
-978
-21% -$81.6K ﹤0.01% 2185
2025
Q3 		$430K Buy
4,590
+374
+9% +$36.4K ﹤0.01% 1863
2025
Q2 		$467K Sell
4,216
-3,208
-43% -$360K ﹤0.01% 1728
2025
Q1 		$924K Buy
7,424
+146
+2% +$16.3K 0.01% 1284
2024
Q4 		$743K Sell
7,278
-189
-3% -$20.2K ﹤0.01% 1371
2024
Q3 		$774K Buy
7,467
+1,544
+26% +$154K ﹤0.01% 1379
2024
Q2 		$530K Buy
+5,923
New +$514K ﹤0.01% 1530
2020
Q3 		– Sell
-718
Closed -$29K – 1800
2020
Q2 		$29K Buy
+718
New +$27.7K ﹤0.01% 2366
2015
Q1 		– Sell
-47,134
Closed -$776K – 1009
2014
Q4 		$776K Sell
47,134
-13,468
-22% -$216K 0.05% 407
2014
Q3 		$974K Sell
60,602
-9,738
-14% -$154K 0.07% 327
2014
Q2 		$1.08M Buy
+70,340
New +$1.06M 0.09% 261

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

Private Advisor Group's BRO Position: Q1 2026 in Review

Private Advisor Group sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,612 shares — an estimated $288K sold.

Private Advisor Group first reported a position in BRO in Q2 2014 and held it in 11 quarters. The position peaked at $1.08M in Q2 2014. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Private Advisor Group reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 3,612 Brown & Brown shares in Q1 2026, an estimated $288K.
  • Private Advisor Group first reported a position in Brown & Brown in Q2 2014 and held it in 11 quarters.
  • Private Advisor Group's Brown & Brown position peaked at $1.08M in Q2 2014.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.