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Talon Private Wealth’s Brown & Brown BRO Stock Holding History

Talon Private Wealth’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 		$439K Buy
+6,735
New +$485K 0.06% 154
2025
Q2 		$747K Hold
6,735
– – 0.1% 115
2025
Q1 		$838K Hold
6,735
– – 0.11% 101
2024
Q4 		$687K Hold
6,735
– – 0.14% 68
2024
Q3 		$698K Buy
+6,735
New +$670K 0.15% 32

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Talon Private Wealth's BRO Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Brown & Brown (BRO) in Q1 2026: 6,735 shares worth $439K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in BRO as recently as Q2 2025.

Talon Private Wealth first reported a position in BRO in Q3 2024 and has held it in 5 quarters since. The position peaked at $838K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Talon Private Wealth held 6,735 shares of Brown & Brown worth $439K as of Q1 2026.
  • Brown & Brown was a new Talon Private Wealth position in Q1 2026.
  • Brown & Brown made up 0.06% of Talon Private Wealth's portfolio in Q1 2026, its #154 holding.
  • Talon Private Wealth first reported a position in Brown & Brown in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's Brown & Brown position peaked at $838K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.