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 		$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

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. 810 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.
  • 810 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.