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Sagespring Wealth Partners’s Brown & Brown BRO Stock Holding History

Sagespring Wealth 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 		– Sell
-3,219
Closed -$257K – 801
2025
Q4 		$257K Sell
3,219
-96
-3% -$8.01K ﹤0.01% 676
2025
Q3 		$311K Sell
3,315
-128
-4% -$12.5K 0.01% 599
2025
Q2 		$382K Sell
3,443
-210
-6% -$23.6K 0.01% 509
2025
Q1 		$454K Buy
+3,653
New +$408K 0.01% 412

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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

Sagespring Wealth Partners's BRO Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,219 shares — an estimated $257K sold.

Sagespring Wealth Partners first reported a position in BRO in Q1 2025 and held it in 4 quarters. The position peaked at $454K in Q1 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 3,219 Brown & Brown shares in Q1 2026, an estimated $257K.
  • Sagespring Wealth Partners first reported a position in Brown & Brown in Q1 2025 and held it in 4 quarters.
  • Sagespring Wealth Partners's Brown & Brown position peaked at $454K in Q1 2025.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.