SWM
BRO icon

SHP Wealth Management’s Brown & Brown BRO Stock Holding History

SHP Wealth 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 		$7.69K Buy
118
+16
+16% +$1.15K ﹤0.01% 965
2025
Q4 		$8.13K Buy
+102
New +$8.51K ﹤0.01% 887

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

SHP Wealth Management's BRO Position: Q1 2026 in Review

SHP Wealth Management increased its Brown & Brown (BRO) stake by 16% in Q1 2026, buying an estimated $1.15K and bringing the position to 118 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

SHP Wealth Management first reported a position in BRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.13K in Q4 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • SHP Wealth Management held 118 shares of Brown & Brown worth $7.69K as of Q1 2026.
  • SHP Wealth Management bought 16 Brown & Brown shares in Q1 2026, an estimated $1.15K.
  • Brown & Brown made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #965 holding.
  • SHP Wealth Management first reported a position in Brown & Brown in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Brown & Brown position peaked at $8.13K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

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