Seven Grand Managers’s Brown & Brown BRO Stock Holding History

Seven Grand Managers’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	-187,500	Closed	-$14.9M	–	170
2025 Q4	$14.9M	Sell	187,500 -187,500	-50%	-$15.6M	1.14%	26
2025 Q3	$35.2M	Sell	375,000 -375,000	-50%	-$36.5M	2.86%	9
2025 Q2	$83.2M	Buy	+750,000	New	+$84.3M	9.97%	1

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Seven Grand Managers's BRO Position: Q1 2026 in Review

Seven Grand Managers sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 187,500 shares — an estimated $14.9M sold.

Seven Grand Managers first reported a position in BRO in Q2 2025 and held it in 3 quarters. The position peaked at $83.2M in Q2 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Seven Grand Managers reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Seven Grand Managers sold 187,500 Brown & Brown shares in Q1 2026, an estimated $14.9M.
Seven Grand Managers first reported a position in Brown & Brown in Q2 2025 and held it in 3 quarters.
Seven Grand Managers's Brown & Brown position peaked at $83.2M in Q2 2025.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Seven Grand Managers's 13F filing for Q1 2026, filed 6 May 2026.