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Sound Financial Strategies Group’s Brown & Brown BRO Stock Holding History

Sound Financial Strategies Group’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
-6,089
Closed -$485K – 115
2025
Q4 		$485K Sell
6,089
-519
-8% -$43.3K 0.34% 91
2025
Q3 		$620K Sell
6,608
-106
-2% -$10.3K 0.45% 83
2025
Q2 		$744K Buy
6,714
+94
+1% +$10.6K 0.63% 58
2025
Q1 		$824K Sell
6,620
-2,412
-27% -$270K 0.74% 25
2024
Q4 		$921K Buy
9,032
+718
+9% +$76.7K 0.77% 17
2024
Q3 		$861K Sell
8,314
-155
-2% -$15.4K 0.69% 21
2024
Q2 		$757K Buy
+8,469
New +$735K 0.66% 23
2022
Q2 		– Sell
-22,184
Closed -$1.6M – 49
2022
Q1 		$1.6M Buy
+22,184
New +$1.49M 0.89% 32

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

Sound Financial Strategies Group's BRO Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 6,089 shares — an estimated $485K sold.

Sound Financial Strategies Group first reported a position in BRO in Q1 2022 and held it in 8 quarters. The position peaked at $1.6M in Q1 2022. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Sound Financial Strategies Group reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 6,089 Brown & Brown shares in Q1 2026, an estimated $485K.
  • Sound Financial Strategies Group first reported a position in Brown & Brown in Q1 2022 and held it in 8 quarters.
  • Sound Financial Strategies Group's Brown & Brown position peaked at $1.6M in Q1 2022.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.