WBI Investments’s Brown & Brown BRO Stock Holding History

WBI 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	$297K	Sell	4,555 -19,351	-81%	-$1.39M	0.08%	240
2025 Q4	$1.91M	Buy	+23,906	New	+$1.99M	0.5%	40
2018 Q3	–	Sell	-71,076	Closed	-$1.97M	–	253
2018 Q2	$1.97M	Sell	71,076 -1,822	-2%	-$49.6K	0.1%	128
2018 Q1	$1.85M	Sell	72,898 -126,624	-63%	-$3.31M	0.1%	111
2017 Q4	$5.13M	Sell	199,522 -8,324	-4%	-$209K	0.24%	82
2017 Q3	$5.01M	Sell	207,846 -1,928	-0.9%	-$43.3K	0.22%	78
2017 Q2	$4.52M	Buy	209,774 +100,052	+91%	+$2.14M	0.2%	93
2017 Q1	$2.29M	Buy	+109,722	New	+$2.37M	0.1%	146

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

WBI Investments's BRO Position: Q1 2026 in Review

WBI Investments reduced its Brown & Brown (BRO) stake by 81% in Q1 2026, selling an estimated $1.39M and leaving 4,555 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #240.

WBI Investments first reported a position in BRO in Q1 2017 and has held it in 8 quarters since. The position peaked at $5.13M in Q4 2017. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

WBI Investments held 4,555 shares of Brown & Brown worth $297K as of Q1 2026.
WBI Investments sold 19,351 Brown & Brown shares in Q1 2026, an estimated $1.39M.
Brown & Brown made up 0.08% of WBI Investments's portfolio in Q1 2026, its #240 holding.
WBI Investments first reported a position in Brown & Brown in Q1 2017 and has held it in 8 quarters since.
WBI Investments's Brown & Brown position peaked at $5.13M in Q4 2017.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.