Simplex Trading
BRO icon

Simplex Trading’s Brown & Brown BRO Stock Holding History

Simplex Trading’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
-1,501
Closed -$108K – 9090
2025
Q4 		$120K Buy
1,501
+1,198
+395% +$100K ﹤0.01% 4801
2025
Q3 		$28K Sell
303
-13,906
-98% -$1.36M ﹤0.01% 7027
2025
Q2 		$1.57M Buy
14,209
+13,876
+4,167% +$1.56M ﹤0.01% 2320
2025
Q1 		$41K Buy
+333
New +$37.2K ﹤0.01% 5962
2024
Q3 		– Sell
-2,527
Closed -$251K – 8523
2024
Q2 		$225K Buy
+2,527
New +$219K ﹤0.01% 4550
2023
Q2 		– Sell
-101
Closed -$6.42K – 8995
2023
Q1 		$5K Buy
+101
New +$5.8K ﹤0.01% 8007
2022
Q2 		– Sell
-6,013
Closed -$369K – 9988
2022
Q1 		$434K Buy
+6,013
New +$403K ﹤0.01% 4011
2021
Q4 		– Sell
-3,487
Closed -$225K – 10497
2021
Q3 		$186K Buy
3,487
+2
+0.1% +$111 ﹤0.01% 5710
2021
Q2 		$185K Buy
3,485
+2,261
+185% +$116K ﹤0.01% 5804
2021
Q1 		$55K Buy
1,224
+932
+319% +$42.8K ﹤0.01% 6484
2020
Q4 		$13K Buy
+292
New +$13.4K ﹤0.01% 7234
2020
Q3 		– Sell
-1,250
Closed -$55.7K – 7795
2020
Q2 		$50K Buy
+1,250
New +$48.2K ﹤0.01% 5488
2019
Q3 		– Sell
-13,332
Closed -$477K – 7252
2019
Q2 		$446K Buy
+13,332
New +$423K ﹤0.01% 2674
2019
Q1 		– Sell
-74
Closed -$2.11K – 7146
2018
Q4 		$2K Sell
74
-11,855
-99% -$335K ﹤0.01% 6536
2018
Q3 		$352K Buy
11,929
+7,084
+146% +$211K ﹤0.01% 2985
2018
Q2 		$134K Sell
4,845
-1,796
-27% -$48.9K ﹤0.01% 3949
2018
Q1 		$168K Buy
6,641
+2,687
+68% +$70.2K 0.01% 1369
2017
Q4 		$101K Buy
+3,954
New +$99.3K ﹤0.01% 1796
2017
Q1 		– Sell
-1,306
Closed -$29K – 6157
2016
Q4 		$29K Buy
+1,306
New +$26.5K ﹤0.01% 2675

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

Simplex Trading's BRO Position: Q1 2026 in Review

Simplex Trading sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 1,501 shares — an estimated $108K sold.

Simplex Trading first reported a position in BRO in Q4 2016 and held it in 19 quarters. The position peaked at $1.57M in Q2 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Simplex Trading reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 1,501 Brown & Brown shares in Q1 2026, an estimated $108K.
  • Simplex Trading first reported a position in Brown & Brown in Q4 2016 and held it in 19 quarters.
  • Simplex Trading's Brown & Brown position peaked at $1.57M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.