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Procyon Advisors’s Brown & Brown BRO Stock Holding History

Procyon Advisors’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
-2,755
Closed -$220K – 590
2025
Q4 		$220K Sell
2,755
-54
-2% -$4.51K 0.01% 505
2025
Q3 		$263K Sell
2,809
-728
-21% -$70.9K 0.02% 425
2025
Q2 		$392K Sell
3,537
-19,867
-85% -$2.23M 0.04% 325
2025
Q1 		$2.91M Buy
23,404
+632
+3% +$70.6K 0.18% 125
2024
Q4 		$2.32M Sell
22,772
-1,297
-5% -$138K 0.15% 143
2024
Q3 		$2.49M Sell
24,069
-107
-0.4% -$10.6K 0.17% 131
2024
Q2 		$2.16M Buy
24,176
+2,123
+10% +$184K 0.16% 143
2024
Q1 		$1.93M Buy
22,053
+51
+0.2% +$4.1K 0.15% 153
2023
Q4 		$1.56M Buy
22,002
+630
+3% +$45K 0.13% 168
2023
Q3 		$1.49M Buy
21,372
+8,045
+60% +$574K 0.15% 150
2023
Q2 		$917K Buy
13,327
+4,766
+56% +$303K 0.12% 168
2023
Q1 		$492K Hold
8,561
– – 0.08% 223
2022
Q4 		$488K Sell
8,561
-449
-5% -$26.3K 0.09% 213
2022
Q3 		$545K Hold
9,010
– – 0.13% 150
2022
Q2 		$526K Hold
9,010
– – 0.12% 174
2022
Q1 		$651K Hold
9,010
– – 0.13% 148
2021
Q4 		$633K Buy
9,010
+3,577
+66% +$231K 0.13% 151
2021
Q3 		$301K Hold
5,433
– – 0.08% 236
2021
Q2 		$289K Hold
5,433
– – 0.08% 227
2021
Q1 		$248K Hold
5,433
– – 0.11% 212
2020
Q4 		$258K Hold
5,433
– – 0.13% 190
2020
Q3 		$246K Hold
5,433
– – 0.14% 170
2020
Q2 		$221K Buy
5,433
+1,336
+33% +$51.5K 0.12% 172
2020
Q1 		$148K Buy
+4,097
New +$173K 0.1% 191

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

Procyon Advisors's BRO Position: Q1 2026 in Review

Procyon Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,755 shares — an estimated $220K sold.

Procyon Advisors first reported a position in BRO in Q1 2020 and held it in 24 quarters. The position peaked at $2.91M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Procyon Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Procyon Advisors sold 2,755 Brown & Brown shares in Q1 2026, an estimated $220K.
  • Procyon Advisors first reported a position in Brown & Brown in Q1 2020 and held it in 24 quarters.
  • Procyon Advisors's Brown & Brown position peaked at $2.91M in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Procyon Advisors's 13F filing for Q1 2026, filed 4 May 2026.