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Simon Quick Advisors’s Brown & Brown BRO Stock Holding History

Simon Quick 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 		– Sell
-2,574
Closed -$205K – 381
2025
Q4 		$205K Sell
2,574
-6,737
-72% -$562K 0.01% 376
2025
Q3 		$873K Buy
9,311
+860
+10% +$83.8K 0.04% 203
2025
Q2 		$937K Sell
8,451
-2,117
-20% -$238K 0.05% 190
2025
Q1 		$1.31M Sell
10,568
-779
-7% -$87K 0.07% 129
2024
Q4 		$1.16M Sell
11,347
-263
-2% -$28.1K 0.07% 132
2024
Q3 		$1.2M Sell
11,610
-1,939
-14% -$193K 0.08% 121
2024
Q2 		$1.21M Buy
13,549
+5,507
+68% +$478K 0.09% 110
2024
Q1 		$704K Buy
8,042
+20
+0.2% +$1.61K 0.05% 154
2023
Q4 		$570K Sell
8,022
-743
-8% -$53.1K 0.05% 158
2023
Q3 		$612K Buy
8,765
+2,490
+40% +$178K 0.06% 146
2023
Q2 		$432K Sell
6,275
-1,497
-19% -$95.2K 0.04% 167
2023
Q1 		$446K Buy
7,772
+3,505
+82% +$201K 0.05% 164
2022
Q4 		$243K Buy
+4,267
New +$250K 0.03% 203
2022
Q2 		– Sell
-1,082
Closed -$78K – 204
2022
Q1 		$78K Buy
1,082
+1
+0.1% +$67 0.02% 166
2021
Q4 		$76K Sell
1,081
-874
-45% -$56.4K 0.02% 186
2021
Q3 		$108K Buy
1,955
+878
+82% +$48.9K 0.03% 163
2021
Q2 		$57K Buy
1,077
+2
+0.2% +$103 0.02% 222
2021
Q1 		$49K Buy
1,075
+2
+0.2% +$92 0.01% 252
2020
Q4 		$51K Buy
+1,073
New +$49.4K 0.02% 210

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

Simon Quick Advisors's BRO Position: Q1 2026 in Review

Simon Quick Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,574 shares — an estimated $205K sold.

Simon Quick Advisors first reported a position in BRO in Q4 2020 and held it in 19 quarters. The position peaked at $1.31M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Simon Quick Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 2,574 Brown & Brown shares in Q1 2026, an estimated $205K.
  • Simon Quick Advisors first reported a position in Brown & Brown in Q4 2020 and held it in 19 quarters.
  • Simon Quick Advisors's Brown & Brown position peaked at $1.31M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.