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River Wealth Advisors’s Brown & Brown BRO Stock Holding History

River Wealth 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
-2,694
Closed -$215K – 207
2025
Q4 		$215K Sell
2,694
-1,125
-29% -$93.9K 0.02% 202
2025
Q3 		$358K Buy
3,819
+5
+0.1% +$487 0.04% 172
2025
Q2 		$423K Hold
3,814
– – 0.05% 163
2025
Q1 		$474K Hold
3,814
– – 0.07% 150
2024
Q4 		$389K Sell
3,814
-102
-3% -$10.9K 0.05% 168
2024
Q3 		$406K Hold
3,916
– – 0.05% 161
2024
Q2 		$350K Sell
3,916
-400
-9% -$34.7K 0.05% 164
2024
Q1 		$378K Sell
4,316
-172
-4% -$13.8K 0.05% 158
2023
Q4 		$319K Sell
4,488
-271
-6% -$19.4K 0.05% 167
2023
Q3 		$332K Hold
4,759
– – 0.06% 167
2023
Q2 		$328K Hold
4,759
– – 0.06% 174
2023
Q1 		$273K Buy
4,759
+102
+2% +$5.86K 0.05% 181
2022
Q4 		$265K Hold
4,657
– – 0.05% 186
2022
Q3 		$282K Sell
4,657
-370
-7% -$23.3K 0.06% 176
2022
Q2 		$293K Sell
5,027
-410
-8% -$25.2K 0.05% 183
2022
Q1 		$393K Buy
5,437
+370
+7% +$24.8K 0.06% 167
2021
Q4 		$356K Buy
5,067
+170
+3% +$11K 0.06% 181
2021
Q3 		$272K Hold
4,897
– – 0.05% 187
2021
Q2 		$260K Buy
4,897
+170
+4% +$8.74K 0.05% 192
2021
Q1 		$216K Buy
4,727
+388
+9% +$17.8K 0.04% 202
2020
Q4 		$206K Buy
+4,339
New +$200K 0.04% 199
2019
Q1 		– Sell
-250
Closed -$7K – 191
2018
Q4 		$7K Hold
250
– – ﹤0.01% 444
2018
Q3 		$7K Hold
250
– – ﹤0.01% 476
2018
Q2 		$7K Buy
+250
New +$6.81K ﹤0.01% 469

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

River Wealth Advisors's BRO Position: Q1 2026 in Review

River Wealth Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,694 shares — an estimated $215K sold.

River Wealth Advisors first reported a position in BRO in Q2 2018 and held it in 24 quarters. The position peaked at $474K in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • River Wealth Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • River Wealth Advisors sold 2,694 Brown & Brown shares in Q1 2026, an estimated $215K.
  • River Wealth Advisors first reported a position in Brown & Brown in Q2 2018 and held it in 24 quarters.
  • River Wealth Advisors's Brown & Brown position peaked at $474K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.