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 Q3	$493K	Buy	+8,090	New	+$556K	﹤0.01%	2198
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Private Advisor Group's BRO Position: Q3 2026 in Review

Private Advisor Group opened a new position in Brown & Brown (BRO) in Q3 2026: 8,090 shares worth $493K. The stake represents ﹤0.01% of the portfolio and ranks #2198 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in BRO as recently as Q4 2025.

Private Advisor Group first reported a position in BRO in Q2 2014 and has held it in 12 quarters since. The position peaked at $1.08M in Q2 2014. 643 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

Private Advisor Group held 8,090 shares of Brown & Brown worth $493K as of Q3 2026.
Brown & Brown was a new Private Advisor Group position in Q3 2026.
Brown & Brown made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2198 holding.
Private Advisor Group first reported a position in Brown & Brown in Q2 2014 and has held it in 12 quarters since.
Private Advisor Group's Brown & Brown position peaked at $1.08M in Q2 2014.
643 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.