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Unique Wealth’s Brown & Brown BRO Stock Holding History

Unique 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 		– Sell
-3,334
Closed -$266K – 188
2025
Q4 		$266K Sell
3,334
-286
-8% -$23.9K 0.04% 163
2025
Q3 		$339K Buy
3,620
+55
+2% +$5.36K 0.05% 141
2025
Q2 		$395K Sell
3,565
-1,601
-31% -$180K 0.06% 126
2025
Q1 		$643K Buy
5,166
+1,657
+47% +$185K 0.12% 95
2024
Q4 		$358K Buy
3,509
+1,424
+68% +$152K 0.07% 105
2024
Q3 		$216K Buy
+2,085
New +$207K 0.05% 112

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

Unique Wealth's BRO Position: Q1 2026 in Review

Unique Wealth sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,334 shares — an estimated $266K sold.

Unique Wealth first reported a position in BRO in Q3 2024 and held it in 6 quarters. The position peaked at $643K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Unique Wealth reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth sold 3,334 Brown & Brown shares in Q1 2026, an estimated $266K.
  • Unique Wealth first reported a position in Brown & Brown in Q3 2024 and held it in 6 quarters.
  • Unique Wealth's Brown & Brown position peaked at $643K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.