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Sowell Financial Services’s Brown & Brown BRO Stock Holding History

Sowell Financial Services’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
-3,107
Closed -$248K – 1130
2025
Q4 		$248K Sell
3,107
-2,719
-47% -$227K 0.01% 914
2025
Q3 		$546K Buy
5,826
+200
+4% +$19.5K 0.02% 610
2025
Q2 		$624K Sell
5,626
-90
-2% -$10.1K 0.03% 550
2025
Q1 		$711K Buy
+5,716
New +$639K 0.03% 493
2021
Q2 		– Sell
-1,256
Closed -$67K – 821
2021
Q1 		$67K Buy
1,256
+1,074
+590% +$49.3K ﹤0.01% 1531
2020
Q4 		$9K Sell
182
-206
-53% -$9.48K ﹤0.01% 2052
2020
Q3 		$18K Sell
388
-4,464
-92% -$199K ﹤0.01% 1595
2020
Q2 		$198K Buy
4,852
+4,718
+3,521% +$182K 0.01% 725
2020
Q1 		$5K Sell
134
-317
-70% -$13.4K ﹤0.01% 1805
2019
Q4 		$18K Sell
451
-57
-11% -$2.14K ﹤0.01% 1465
2019
Q3 		$18K Buy
+508
New +$18.2K ﹤0.01% 1312

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

Sowell Financial Services's BRO Position: Q1 2026 in Review

Sowell Financial Services sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,107 shares — an estimated $248K sold.

Sowell Financial Services first reported a position in BRO in Q3 2019 and held it in 11 quarters. The position peaked at $711K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Sowell Financial Services reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 3,107 Brown & Brown shares in Q1 2026, an estimated $248K.
  • Sowell Financial Services first reported a position in Brown & Brown in Q3 2019 and held it in 11 quarters.
  • Sowell Financial Services's Brown & Brown position peaked at $711K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.