Suncoast Equity Management’s Brown & Brown BRO Stock Holding History

Suncoast Equity Management’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	-11,856	Closed	-$945K	–	104
2025 Q4	$945K	Sell	11,856 -713	-6%	-$59.5K	0.1%	57
2025 Q3	$1.18M	Buy	12,569 +195	+2%	+$19K	0.12%	51
2025 Q2	$1.37M	Sell	12,374 -6,001	-33%	-$674K	0.14%	43
2025 Q1	$2.29M	Buy	18,375 +2,365	+15%	+$264K	0.26%	33
2024 Q4	$1.63M	Buy	16,010 +1,655	+12%	+$177K	0.18%	38
2024 Q3	$1.49M	Buy	14,355 +400	+3%	+$39.8K	0.17%	37
2024 Q2	$1.25M	Buy	13,955 +707	+5%	+$61.4K	0.14%	39
2024 Q1	$1.16M	Buy	13,248 +8,718	+192%	+$701K	0.14%	41
2023 Q4	$322K	Buy	+4,530	New	+$324K	0.04%	65

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

Suncoast Equity Management's BRO Position: Q1 2026 in Review

Suncoast Equity Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 11,856 shares — an estimated $945K sold.

Suncoast Equity Management first reported a position in BRO in Q4 2023 and held it in 9 quarters. The position peaked at $2.29M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Suncoast Equity Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Suncoast Equity Management sold 11,856 Brown & Brown shares in Q1 2026, an estimated $945K.
Suncoast Equity Management first reported a position in Brown & Brown in Q4 2023 and held it in 9 quarters.
Suncoast Equity Management's Brown & Brown position peaked at $2.29M in Q1 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.