RFP
BRO icon

Root Financial Partners’s Brown & Brown BRO Stock Holding History

Root Financial Partners’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 		$9.06K Sell
139
-99
-42% -$7.14K ﹤0.01% 1722
2025
Q4 		$19K Sell
238
-2
-0.8% -$167 ﹤0.01% 1212
2025
Q3 		$22.5K Buy
+240
New +$23.4K ﹤0.01% 1057

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

Root Financial Partners's BRO Position: Q1 2026 in Review

Root Financial Partners reduced its Brown & Brown (BRO) stake by 42% in Q1 2026, selling an estimated $7.14K and leaving 139 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Root Financial Partners first reported a position in BRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $22.5K in Q3 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Root Financial Partners held 139 shares of Brown & Brown worth $9.06K as of Q1 2026.
  • Root Financial Partners sold 99 Brown & Brown shares in Q1 2026, an estimated $7.14K.
  • Brown & Brown made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1722 holding.
  • Root Financial Partners first reported a position in Brown & Brown in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Brown & Brown position peaked at $22.5K in Q3 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.