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Sunbelt Securities’s Brown & Brown BRO Stock Holding History

Sunbelt Securities’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 		$1.04M Buy
15,880
+6,648
+72% +$479K 0.07% 250
2025
Q4 		$736K Buy
9,232
+3,284
+55% +$274K 0.05% 315
2025
Q3 		$558K Buy
5,948
+5,648
+1,883% +$550K 0.04% 361
2025
Q2 		$30.6K Hold
300
– – ﹤0.01% 1056
2025
Q1 		$37.3K Hold
300
– – ﹤0.01% 977
2024
Q4 		$30.6K Buy
300
+256
+582% +$27.3K ﹤0.01% 1057
2024
Q3 		$4.56K Buy
44
+12
+38% +$1.19K ﹤0.01% 1464
2024
Q2 		$2.86K Hold
32
– – ﹤0.01% 1490
2024
Q1 		$2.8K Hold
32
– – ﹤0.01% 1464
2023
Q4 		$2.28K Hold
32
– – ﹤0.01% 1445
2023
Q3 		$2.23K Buy
+32
New +$2.28K ﹤0.01% 1462

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 $60.8B AUM 26.63% 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

Sunbelt Securities's BRO Position: Q1 2026 in Review

Sunbelt Securities increased its Brown & Brown (BRO) stake by 72% in Q1 2026, buying an estimated $479K and bringing the position to 15,880 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #250.

Sunbelt Securities first reported a position in BRO in Q3 2023 and has held it in 11 quarters since. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Sunbelt Securities held 15,880 shares of Brown & Brown worth $1.04M as of Q1 2026.
  • Sunbelt Securities bought 6,648 Brown & Brown shares in Q1 2026, an estimated $479K.
  • Brown & Brown made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #250 holding.
  • Sunbelt Securities first reported a position in Brown & Brown in Q3 2023 and has held it in 11 quarters since.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.