Simplex Trading’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $289K | Buy |
4,500
+1,500
| +50% | +$91.5K | ﹤0.01% | 4269 |
|
|
2026
Q1 | $196K | Buy |
3,000
+400
| +15% | +$28.8K | ﹤0.01% | 4331 |
|
|
2025
Q4 | $207K | Buy |
2,600
+200
| +8% | +$16.7K | ﹤0.01% | 4207 |
|
|
2025
Q3 | $225K | Sell |
2,400
-11,800
| -83% | -$1.15M | ﹤0.01% | 4792 |
|
|
2025
Q2 | $1.57M | Buy |
14,200
+7,300
| +106% | +$820K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $858K | Buy |
6,900
+6,700
| +3,350% | +$749K | ﹤0.01% | 2852 |
|
|
2024
Q4 | $20K | Buy |
+200
| New | +$21.4K | ﹤0.01% | 6672 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$8K | – | 8524 |
|
|
2024
Q2 | $8K | Sell |
100
-400
| -80% | -$34.7K | ﹤0.01% | 7552 |
|
|
2024
Q1 | $43K | Sell |
500
-400
| -44% | -$32.2K | ﹤0.01% | 6386 |
|
|
2023
Q4 | $63K | Buy |
900
+400
| +80% | +$28.6K | ﹤0.01% | 5859 |
|
|
2023
Q3 | $34K | Sell |
500
-100
| -17% | -$7.13K | ﹤0.01% | 6137 |
|
|
2023
Q2 | $41K | Buy |
600
+500
| +500% | +$31.8K | ﹤0.01% | 6029 |
|
|
2023
Q1 | $5K | Buy |
+100
| New | +$5.75K | ﹤0.01% | 8008 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$6K | – | 9251 |
|
|
2022
Q3 | $6K | Sell |
100
-15,200
| -99% | -$956K | ﹤0.01% | 8615 |
|
|
2022
Q2 | $892K | Buy |
15,300
+8,500
| +125% | +$522K | ﹤0.01% | 2752 |
|
|
2022
Q1 | $491K | Buy |
6,800
+6,600
| +3,300% | +$443K | ﹤0.01% | 3865 |
|
|
2021
Q4 | $14K | Buy |
+200
| New | +$12.9K | ﹤0.01% | 8729 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$9K | – | 10054 |
|
|
2021
Q1 | $9K | Buy |
+2
| New | +$92 | ﹤0.01% | 7931 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | -$31K | – | 8347 |
|
|
2020
Q3 | $31K | Sell |
7
-64
| -90% | -$2.85K | ﹤0.01% | 6036 |
|
|
2020
Q2 | $289K | Buy |
71
+40
| +129% | +$1.54K | ﹤0.01% | 3567 |
|
|
2020
Q1 | $112K | Buy |
+31
| New | +$1.31K | ﹤0.01% | 4244 |
|
|
2019
Q4 | – | Sell |
-8
| Closed | -$28K | – | 7308 |
|
|
2019
Q3 | $28K | Buy |
+8
| New | +$286 | ﹤0.01% | 5542 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$8K | – | 7147 |
|
|
2018
Q4 | $8K | Buy |
+3
| New | +$85 | ﹤0.01% | 5958 |
|
Other funds holding BRO
VLKIM
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. 814 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.
- 814 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.