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Westwood Holdings Group’s Brown & Brown BRO Stock Holding History

Westwood Holdings Group’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
-15,795
Closed -$1.26M – 470
2025
Q4 		$1.26M Sell
15,795
-2,346
-13% -$196K 0.01% 364
2025
Q3 		$1.7M Buy
+18,141
New +$1.77M 0.01% 351

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

Westwood Holdings Group's BRO Position: Q1 2026 in Review

Westwood Holdings Group sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 15,795 shares — an estimated $1.26M sold.

Westwood Holdings Group first reported a position in BRO in Q3 2025 and held it in 2 quarters. The position peaked at $1.7M in Q3 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Westwood Holdings Group reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 15,795 Brown & Brown shares in Q1 2026, an estimated $1.26M.
  • Westwood Holdings Group first reported a position in Brown & Brown in Q3 2025 and held it in 2 quarters.
  • Westwood Holdings Group's Brown & Brown position peaked at $1.7M in Q3 2025.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.