SRH Advisors’s Brown & Brown BRO Stock Holding History

SRH Advisors’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	$8.87K	Hold	136	–	–	﹤0.01%	222
2025 Q4	$10.8K	Hold	136	–	–	﹤0.01%	211
2025 Q3	$12.8K	Hold	136	–	–	﹤0.01%	197
2025 Q2	$15.1K	Hold	136	–	–	﹤0.01%	187
2025 Q1	$16.9K	Hold	136	–	–	0.01%	178
2024 Q4	$13.9K	Hold	136	–	–	﹤0.01%	200
2024 Q3	$14.1K	Hold	136	–	–	﹤0.01%	195
2024 Q2	$12.2K	Hold	136	–	–	﹤0.01%	202
2024 Q1	$11.9K	Hold	136	–	–	﹤0.01%	206
2023 Q4	$9.67K	Hold	136	–	–	﹤0.01%	213
2023 Q3	$9.5K	Hold	136	–	–	﹤0.01%	201
2023 Q2	$7.81K	Hold	136	–	–	﹤0.01%	213
2023 Q1	$8K	Hold	136	–	–	﹤0.01%	211
2022 Q4	$8K	Hold	136	–	–	﹤0.01%	210
2022 Q3	$8K	Hold	136	–	–	0.01%	216
2022 Q2	$8K	Hold	136	–	–	0.01%	216
2022 Q1	$10K	Hold	136	–	–	0.01%	211
2021 Q4	$10K	Hold	136	–	–	0.01%	214
2021 Q3	$8K	Hold	136	–	–	0.01%	219
2021 Q2	$7K	Hold	136	–	–	0.01%	228
2021 Q1	$6K	Hold	136	–	–	0.01%	233
2020 Q4	$6K	Hold	136	–	–	0.01%	230
2020 Q3	$6K	Hold	136	–	–	0.01%	211
2020 Q2	$6K	Hold	136	–	–	0.01%	196
2020 Q1	$5K	Hold	136	–	–	0.01%	192
2019 Q4	$5K	Hold	136	–	–	0.02%	192
2019 Q3	$5K	Hold	136	–	–	0.02%	191
2019 Q2	$5K	Hold	136	–	–	0.02%	195
2019 Q1	$4K	Hold	136	–	–	0.01%	202
2018 Q4	$4K	Hold	136	–	–	0.02%	198
2018 Q3	$4K	Hold	136	–	–	0.01%	224
2018 Q2	$4K	Hold	136	–	–	0.02%	204
2018 Q1	$3K	Hold	136	–	–	0.01%	194
2017 Q4	$4K	Hold	136	–	–	0.02%	170
2017 Q3	$3K	Hold	136	–	–	0.01%	187
2017 Q2	$3K	Hold	136	–	–	0.01%	160
2017 Q1	$3K	Hold	136	–	–	0.01%	161
2016 Q4	$3K	Hold	136	–	–	0.01%	158
2016 Q3	$3K	Hold	136	–	–	0.02%	155
2016 Q2	$3K	Hold	136	–	–	0.02%	153
2016 Q1	$2K	Hold	136	–	–	0.01%	171
2015 Q4	$2K	Hold	136	–	–	0.01%	167
2015 Q3	$2K	Hold	136	–	–	0.01%	175
2015 Q2	$2K	Hold	136	–	–	0.01%	173
2015 Q1	$2K	Hold	136	–	–	0.01%	162
2014 Q4	$2K	Hold	136	–	–	0.01%	160
2014 Q3	$2K	Buy	+136	New	+$2.15K	0.02%	148

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

SRH Advisors's BRO Position: Q1 2026 in Review

SRH Advisors held its Brown & Brown (BRO) position steady in Q1 2026 at 136 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

SRH Advisors first reported a position in BRO in Q3 2014 and has held it in 47 quarters since. The position peaked at $16.9K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

SRH Advisors held 136 shares of Brown & Brown worth $8.87K as of Q1 2026.
SRH Advisors left its Brown & Brown share count unchanged in Q1 2026.
Brown & Brown made up ﹤0.01% of SRH Advisors's portfolio in Q1 2026, its #222 holding.
SRH Advisors first reported a position in Brown & Brown in Q3 2014 and has held it in 47 quarters since.
SRH Advisors's Brown & Brown position peaked at $16.9K in Q1 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.