Transcend Capital Advisors’s Brown & Brown BRO Stock Holding History

Transcend Capital 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	$2.15M	Buy	32,921 +3,511	+12%	+$253K	0.17%	115
2025 Q4	$2.34M	Buy	29,410 +24,733	+529%	+$2.06M	0.18%	113
2025 Q3	$439K	Buy	4,677 +2,584	+123%	+$252K	0.03%	405
2025 Q2	$232K	Sell	2,093 -71	-3%	-$7.98K	0.02%	539
2025 Q1	$269K	Buy	2,164 +138	+7%	+$15.4K	0.02%	498
2024 Q4	$207K	Buy	2,026 +22	+1%	+$2.35K	0.01%	538
2024 Q3	$208K	Buy	+2,004	New	+$199K	0.01%	572

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

Transcend Capital Advisors's BRO Position: Q1 2026 in Review

Transcend Capital Advisors increased its Brown & Brown (BRO) stake by 12% in Q1 2026, buying an estimated $253K and bringing the position to 32,921 shares worth $2.15M. The position accounts for 0.17% of the portfolio, ranked #115.

Transcend Capital Advisors first reported a position in BRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Transcend Capital Advisors held 32,921 shares of Brown & Brown worth $2.15M as of Q1 2026.
Transcend Capital Advisors bought 3,511 Brown & Brown shares in Q1 2026, an estimated $253K.
Brown & Brown made up 0.17% of Transcend Capital Advisors's portfolio in Q1 2026, its #115 holding.
Transcend Capital Advisors first reported a position in Brown & Brown in Q3 2024 and has held it in 7 quarters since.
Transcend Capital Advisors's Brown & Brown position peaked at $2.34M in Q4 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.