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Sentry Investment Management’s Brown & Brown BRO Stock Holding History

Sentry Investment 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 		– Sell
-636
Closed -$51K – 71
2025
Q4 		$51K Hold
636
– – 0.03% 352
2025
Q3 		$61K Sell
636
-42
-6% -$4.09K 0.04% 321
2025
Q2 		$73K Hold
678
– – 0.04% 330
2025
Q1 		$76K Sell
678
-203
-23% -$22.7K 0.05% 293
2024
Q4 		$90K Sell
881
-144
-14% -$15.4K 0.04% 320
2024
Q3 		$106K Hold
1,025
– – 0.04% 326
2024
Q2 		$92K Sell
1,025
-210
-17% -$18.2K 0.04% 323
2024
Q1 		$108K Hold
1,235
– – 0.04% 331
2023
Q4 		$88K Sell
1,235
-133
-10% -$9.51K 0.04% 367
2023
Q3 		$96K Sell
1,368
-155
-10% -$11.1K 0.05% 347
2023
Q2 		$105K Hold
1,523
– – 0.04% 378
2023
Q1 		$87K Sell
1,523
-18
-1% -$1.03K 0.04% 388
2022
Q4 		$88K Buy
1,541
+137
+10% +$8.01K 0.04% 388
2022
Q3 		$85K Hold
1,404
– – 0.04% 383
2022
Q2 		$82K Sell
1,404
-273
-16% -$16.8K 0.04% 413
2022
Q1 		$121K Sell
1,677
-282
-14% -$18.9K 0.04% 400
2021
Q4 		$138K Hold
1,959
– – 0.04% 395
2021
Q3 		$109K Buy
+1,959
New +$109K 0.03% 425

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Sentry Investment Management's BRO Position: Q1 2026 in Review

Sentry Investment Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 636 shares — an estimated $51K sold.

Sentry Investment Management first reported a position in BRO in Q3 2021 and held it in 18 quarters. The position peaked at $138K in Q4 2021. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Sentry Investment Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 636 Brown & Brown shares in Q1 2026, an estimated $51K.
  • Sentry Investment Management first reported a position in Brown & Brown in Q3 2021 and held it in 18 quarters.
  • Sentry Investment Management's Brown & Brown position peaked at $138K in Q4 2021.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.