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Serenity Investment Advisors’s Brown & Brown BRO Stock Holding History

Serenity Investment 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 		$280K Sell
4,851
-1,682
-26% -$121K 0.13% 57
2025
Q4 		$526K Buy
+6,533
New +$545K 0.31% 38

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

Serenity Investment Advisors's BRO Position: Q1 2026 in Review

Serenity Investment Advisors reduced its Brown & Brown (BRO) stake by 26% in Q1 2026, selling an estimated $121K and leaving 4,851 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #57.

Serenity Investment Advisors first reported a position in BRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $526K in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Serenity Investment Advisors held 4,851 shares of Brown & Brown worth $280K as of Q1 2026.
  • Serenity Investment Advisors sold 1,682 Brown & Brown shares in Q1 2026, an estimated $121K.
  • Brown & Brown made up 0.13% of Serenity Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • Serenity Investment Advisors first reported a position in Brown & Brown in Q4 2025 and has held it in 2 quarters since.
  • Serenity Investment Advisors's Brown & Brown position peaked at $526K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Serenity Investment Advisors's 13F filing for Q1 2026, filed 26 May 2026.