Wells Fargo
BRO icon

Wells Fargo’s Brown & Brown BRO Stock Holding History

Wells Fargo’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
2022
Q1 		– Sell
-1,400
Closed -$98K – 7082
2021
Q4 		$98K Buy
+1,400
New +$90.3K ﹤0.01% 5650

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

Wells Fargo's BRO Position: Q1 2026 in Review

Wells Fargo reduced its Brown & Brown (BRO) stake by 0.35% in Q1 2026, selling an estimated $764K and leaving 2,998,461 shares worth $196M. The position accounts for 0.04% of the portfolio, ranked #397.

Wells Fargo first reported a position in BRO in Q2 2013 and has held it in 52 quarters since. The position peaked at $546M in Q3 2021. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Wells Fargo held 2,998,461 shares of Brown & Brown worth $196M as of Q1 2026.
  • Wells Fargo sold 10,599 Brown & Brown shares in Q1 2026, an estimated $764K.
  • Brown & Brown made up 0.04% of Wells Fargo's portfolio in Q1 2026, its #397 holding.
  • Wells Fargo first reported a position in Brown & Brown in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Brown & Brown position peaked at $546M in Q3 2021.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.