Verity Asset Management’s Brown & Brown BRO Stock Holding History

Verity Asset 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	$369K	Buy	+5,662	New	+$408K	0.15%	159

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

Verity Asset Management's BRO Position: Q1 2026 in Review

Verity Asset Management opened a new position in Brown & Brown (BRO) in Q1 2026: 5,662 shares worth $369K. The stake represents 0.15% of the portfolio and ranks #159 among its holdings.

811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Verity Asset Management held 5,662 shares of Brown & Brown worth $369K as of Q1 2026.
Brown & Brown was a new Verity Asset Management position in Q1 2026.
Brown & Brown made up 0.15% of Verity Asset Management's portfolio in Q1 2026, its #159 holding.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.