W.H. Cornerstone Investments’s Brown & Brown BRO Stock Holding History

W.H. Cornerstone Investments’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	$233K	Buy	3,578 +8	+0.2%	+$577	0.15%	118
2025 Q4	$285K	Buy	3,570 +9	+0.3%	+$751	0.17%	96
2025 Q3	$334K	Hold	3,561	–	–	0.2%	86
2025 Q2	$395K	Buy	3,561 +5	+0.1%	+$562	0.25%	81
2025 Q1	$442K	Buy	3,556 +5	+0.1%	+$559	0.31%	74
2024 Q4	$362K	Buy	3,551 +5	+0.1%	+$534	0.24%	91
2024 Q3	$367K	Sell	3,546 -6	-0.2%	-$597	0.25%	84
2024 Q2	$318K	Buy	3,552 +15	+0.4%	+$1.3K	0.23%	92
2024 Q1	$310K	Buy	3,537 +6	+0.2%	+$482	0.22%	98
2023 Q4	$251K	Buy	3,531 +6	+0.2%	+$429	0.2%	112
2023 Q3	$246K	Buy	3,525 +6	+0.2%	+$428	0.22%	101
2023 Q2	$242K	Buy	3,519 +6	+0.2%	+$382	0.22%	103
2023 Q1	$202K	Buy	3,513 +7	+0.2%	+$402	0.18%	128
2022 Q4	$215K	Buy	3,506 +2	+0.1%	+$117	0.2%	123
2022 Q3	$217K	Buy	+3,504	New	+$220K	0.23%	106

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

W.H. Cornerstone Investments's BRO Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its Brown & Brown (BRO) stake by 0.22% in Q1 2026, buying an estimated $577 and bringing the position to 3,578 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #118.

W.H. Cornerstone Investments first reported a position in BRO in Q3 2022 and has held it in 15 quarters since. The position peaked at $442K in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

W.H. Cornerstone Investments held 3,578 shares of Brown & Brown worth $233K as of Q1 2026.
W.H. Cornerstone Investments bought 8 Brown & Brown shares in Q1 2026, an estimated $577.
Brown & Brown made up 0.15% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #118 holding.
W.H. Cornerstone Investments first reported a position in Brown & Brown in Q3 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's Brown & Brown position peaked at $442K in Q1 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.