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State of Wyoming’s Brown & Brown BRO Stock Holding History

State of Wyoming’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
-277
Closed -$22.1K – 1822
2025
Q4 		$22.1K Buy
277
+59
+27% +$4.92K ﹤0.01% 1685
2025
Q3 		$20.4K Buy
+218
New +$21.2K ﹤0.01% 1702
2025
Q2 		– Sell
-1,182
Closed -$147K – 1880
2025
Q1 		$147K Buy
1,182
+218
+23% +$24.4K 0.02% 981
2024
Q4 		$98.3K Buy
964
+145
+18% +$15.5K 0.01% 1194
2024
Q3 		$84.8K Buy
819
+99
+14% +$9.85K 0.01% 1244
2024
Q2 		$64.4K Sell
720
-428
-37% -$37.2K 0.01% 1249
2024
Q1 		$100K Sell
1,148
-745
-39% -$59.9K 0.02% 1003
2023
Q4 		$135K Buy
1,893
+14
+0.7% +$1K 0.03% 797
2023
Q3 		$131K Buy
1,879
+1,461
+350% +$104K 0.03% 711
2023
Q2 		$28.8K Buy
418
+79
+23% +$5.03K 0.01% 1318
2023
Q1 		$19.5K Sell
339
-2,081
-86% -$120K 0.01% 1423
2022
Q4 		$138K Buy
2,420
+2,032
+524% +$119K 0.05% 566
2022
Q3 		$23K Sell
388
-968
-71% -$60.9K 0.01% 1261
2022
Q2 		$79K Buy
1,356
+933
+221% +$57.3K 0.05% 649
2022
Q1 		$31K Sell
423
-33
-7% -$2.21K 0.02% 1294
2021
Q4 		$32K Buy
456
+25
+6% +$1.61K 0.01% 1319
2021
Q3 		$24K Sell
431
-157
-27% -$8.75K 0.02% 907
2021
Q2 		$31K Buy
+588
New +$30.2K 0.02% 852

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

State of Wyoming's BRO Position: Q1 2026 in Review

State of Wyoming sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 277 shares — an estimated $22.1K sold.

State of Wyoming first reported a position in BRO in Q2 2021 and held it in 18 quarters. The position peaked at $147K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • State of Wyoming reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • State of Wyoming sold 277 Brown & Brown shares in Q1 2026, an estimated $22.1K.
  • State of Wyoming first reported a position in Brown & Brown in Q2 2021 and held it in 18 quarters.
  • State of Wyoming's Brown & Brown position peaked at $147K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on State of Wyoming's 13F filing for Q1 2026, filed 13 May 2026.