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Wealthspire Advisors (New York)’s Brown & Brown BRO Stock Holding History

Wealthspire Advisors (New York)’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
-4,713
Closed -$376K – 953
2025
Q4 		$376K Buy
4,713
+2,618
+125% +$218K ﹤0.01% 712
2025
Q3 		$197K Sell
2,095
-279
-12% -$27.2K ﹤0.01% 800
2025
Q2 		$263K Buy
2,374
+260
+12% +$29.2K ﹤0.01% 703
2025
Q1 		$263K Buy
2,114
+21
+1% +$2.35K ﹤0.01% 671
2024
Q4 		$214K Buy
2,093
+84
+4% +$8.97K ﹤0.01% 733
2024
Q3 		$208K Buy
+2,009
New +$200K ﹤0.01% 701

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s BRO Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 4,713 shares — an estimated $376K sold.

Wealthspire Advisors (New York) first reported a position in BRO in Q3 2024 and held it in 6 quarters. The position peaked at $376K in Q4 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,713 Brown & Brown shares in Q1 2026, an estimated $376K.
  • Wealthspire Advisors (New York) first reported a position in Brown & Brown in Q3 2024 and held it in 6 quarters.
  • Wealthspire Advisors (New York)'s Brown & Brown position peaked at $376K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.