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Tributary Capital Management’s Brown & Brown BRO Stock Holding History

Tributary Capital 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
-9,168
Closed -$731K – 166
2025
Q4 		$731K Sell
9,168
-203
-2% -$16.9K 0.07% 95
2025
Q3 		$879K Sell
9,371
-1,457
-13% -$142K 0.08% 88
2025
Q2 		$1.2M Sell
10,828
-654
-6% -$73.5K 0.11% 83
2025
Q1 		$1.43M Sell
11,482
-2,114
-16% -$236K 0.12% 69
2024
Q4 		$1.39M Buy
13,596
+1,905
+16% +$203K 0.11% 70
2024
Q3 		$1.21M Buy
11,691
+11
+0.1% +$1.09K 0.09% 69
2024
Q2 		$1.04M Sell
11,680
-1,571
-12% -$136K 0.09% 74
2024
Q1 		$1.16M Sell
13,251
-3,426
-21% -$275K 0.1% 72
2023
Q4 		$1.19M Buy
16,677
+174
+1% +$12.4K 0.1% 72
2023
Q3 		$1.15M Sell
16,503
-397
-2% -$28.3K 0.11% 69
2023
Q2 		$1.16M Sell
16,900
-532
-3% -$33.8K 0.1% 73
2023
Q1 		$1M Buy
17,432
+1,191
+7% +$68.5K 0.09% 74
2022
Q4 		$925K Buy
16,241
+2,211
+16% +$129K 0.09% 76
2022
Q3 		$849K Buy
14,030
+1,035
+8% +$65.1K 0.09% 72
2022
Q2 		$758K Buy
12,995
+349
+3% +$21.4K 0.08% 77
2022
Q1 		$914K Buy
12,646
+5,446
+76% +$365K 0.07% 132
2021
Q4 		$506K Buy
+7,200
New +$464K 0.04% 191

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

Tributary Capital Management's BRO Position: Q1 2026 in Review

Tributary Capital Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 9,168 shares — an estimated $731K sold.

Tributary Capital Management first reported a position in BRO in Q4 2021 and held it in 17 quarters. The position peaked at $1.43M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Tributary Capital Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Tributary Capital Management sold 9,168 Brown & Brown shares in Q1 2026, an estimated $731K.
  • Tributary Capital Management first reported a position in Brown & Brown in Q4 2021 and held it in 17 quarters.
  • Tributary Capital Management's Brown & Brown position peaked at $1.43M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Tributary Capital Management's 13F filing for Q1 2026, filed 4 May 2026.