Proficio Capital Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $588K | Buy |
9,019
+2
| +0% | +$144 | 0.03% | 163 |
|
|
2025
Q4 | $719K | Buy |
9,017
+20
| +0.2% | +$1.67K | 0.05% | 144 |
|
|
2025
Q3 | $844K | Sell |
8,997
-2,638
| -23% | -$257K | 0.06% | 105 |
|
|
2025
Q2 | $1.29M | Buy |
11,635
+830
| +8% | +$93.3K | 0.08% | 135 |
|
|
2025
Q1 | $1.34M | Sell |
10,805
-64
| -0.6% | -$7.15K | 0.1% | 105 |
|
|
2024
Q4 | $1.11M | Buy |
10,869
+1,174
| +12% | +$125K | 0.09% | 95 |
|
|
2024
Q3 | $1M | Sell |
9,695
-1,183
| -11% | -$118K | 0.1% | 97 |
|
|
2024
Q2 | $973K | Buy |
10,878
+33
| +0.3% | +$2.87K | 0.1% | 107 |
|
|
2024
Q1 | $949K | Buy |
10,845
+26
| +0.2% | +$2.09K | 0.1% | 112 |
|
|
2023
Q4 | $769K | Hold |
10,819
| – | – | 0.1% | 109 |
|
|
2023
Q3 | $756K | Buy |
10,819
+10
| +0.1% | +$713 | 0.1% | 107 |
|
|
2023
Q2 | $744K | Sell |
10,809
-9
| -0.1% | -$572 | 0.1% | 117 |
|
|
2023
Q1 | $621K | Buy |
10,818
+131
| +1% | +$7.53K | 0.1% | 120 |
|
|
2022
Q4 | $609K | Buy |
10,687
+70
| +0.7% | +$4.09K | 0.12% | 109 |
|
|
2022
Q3 | $642K | Buy |
10,617
+41
| +0.4% | +$2.58K | 0.12% | 100 |
|
|
2022
Q2 | $617K | Sell |
10,576
-307
| -3% | -$18.8K | 0.12% | 108 |
|
|
2022
Q1 | $787K | Buy |
10,883
+6,441
| +145% | +$432K | 0.12% | 95 |
|
|
2021
Q4 | $312K | Sell |
4,442
-8
| -0.2% | -$516 | 0.04% | 204 |
|
|
2021
Q3 | $247K | Sell |
4,450
-554
| -11% | -$30.9K | 0.03% | 248 |
|
|
2021
Q2 | $266K | Buy |
5,004
+282
| +6% | +$14.5K | 0.03% | 225 |
|
|
2021
Q1 | $216K | Buy |
+4,722
| New | +$217K | 0.03% | 245 |
|
|
2019
Q3 | – | Sell |
-309
| Closed | -$10K | – | 335 |
|
|
2019
Q2 | $10K | Hold |
309
| – | – | ﹤0.01% | 925 |
|
|
2019
Q1 | $9K | Hold |
309
| – | – | ﹤0.01% | 896 |
|
|
2018
Q4 | $9K | Buy |
309
+11
| +4% | +$311 | ﹤0.01% | 751 |
|
|
2018
Q3 | $9K | Buy |
298
+11
| +4% | +$327 | ﹤0.01% | 821 |
|
|
2018
Q2 | $8K | Buy |
287
+23
| +9% | +$626 | ﹤0.01% | 872 |
|
|
2018
Q1 | $7K | Hold |
264
| – | – | ﹤0.01% | 916 |
|
|
2017
Q4 | $7K | Sell |
264
-10
| -4% | -$251 | ﹤0.01% | 894 |
|
|
2017
Q3 | $7K | Hold |
274
| – | – | ﹤0.01% | 879 |
|
|
2017
Q2 | $6K | Hold |
274
| – | – | ﹤0.01% | 917 |
|
|
2017
Q1 | $6K | Sell |
274
-2
| -0.7% | -$43 | ﹤0.01% | 936 |
|
|
2016
Q4 | $6K | Hold |
276
| – | – | ﹤0.01% | 701 |
|
|
2016
Q3 | $5K | Buy |
276
+38
| +16% | +$703 | ﹤0.01% | 700 |
|
|
2016
Q2 | $4K | Buy |
238
+90
| +61% | +$1.6K | ﹤0.01% | 717 |
|
|
2016
Q1 | $3K | Buy |
+148
| New | +$2.38K | ﹤0.01% | 618 |
|
Other funds holding BRO
VCM
VPM
Proficio Capital Partners's BRO Position: Q1 2026 in Review
Proficio Capital Partners increased its Brown & Brown (BRO) stake by 0.02% in Q1 2026, buying an estimated $144 and bringing the position to 9,019 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #163.
Proficio Capital Partners first reported a position in BRO in Q1 2016 and has held it in 35 quarters since. The position peaked at $1.34M in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.
- Proficio Capital Partners held 9,019 shares of Brown & Brown worth $588K as of Q1 2026.
- Proficio Capital Partners bought 2 Brown & Brown shares in Q1 2026, an estimated $144.
- Brown & Brown made up 0.03% of Proficio Capital Partners's portfolio in Q1 2026, its #163 holding.
- Proficio Capital Partners first reported a position in Brown & Brown in Q1 2016 and has held it in 35 quarters since.
- Proficio Capital Partners's Brown & Brown position peaked at $1.34M in Q1 2025.
- 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.
Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.