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Sawgrass Asset Management’s Brown & Brown BRO Stock Holding History

Sawgrass Asset Management’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 		$4.53M Sell
69,482
-1,647
-2% -$119K 0.68% 44
2025
Q4 		$5.67M Buy
71,129
+15,732
+28% +$1.31M 0.71% 48
2025
Q3 		$5.2M Buy
+55,397
New +$5.4M 0.64% 49

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

Sawgrass Asset Management's BRO Position: Q1 2026 in Review

Sawgrass Asset Management reduced its Brown & Brown (BRO) stake by 2.3% in Q1 2026, selling an estimated $119K and leaving 69,482 shares worth $4.53M. The position accounts for 0.68% of the portfolio, ranked #44.

Sawgrass Asset Management first reported a position in BRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.67M in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Sawgrass Asset Management held 69,482 shares of Brown & Brown worth $4.53M as of Q1 2026.
  • Sawgrass Asset Management sold 1,647 Brown & Brown shares in Q1 2026, an estimated $119K.
  • Brown & Brown made up 0.68% of Sawgrass Asset Management's portfolio in Q1 2026, its #44 holding.
  • Sawgrass Asset Management first reported a position in Brown & Brown in Q3 2025 and has held it in 3 quarters since.
  • Sawgrass Asset Management's Brown & Brown position peaked at $5.67M in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.