William Blair & Company’s Brown & Brown BRO Stock Holding History

William Blair & Company’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	-23,545	Closed	-$1.88M	–	1932
2025 Q4	$1.88M	Sell	23,545 -430	-2%	-$35.9K	0.01%	759
2025 Q3	$2.25M	Buy	23,975 +1,283	+6%	+$125K	0.01%	704
2025 Q2	$2.52M	Buy	22,692 +621	+3%	+$69.8K	0.01%	661
2025 Q1	$2.75M	Sell	22,071 -3,749	-15%	-$419K	0.01%	639
2024 Q4	$2.63M	Buy	25,820 +18,933	+275%	+$2.02M	0.01%	653
2024 Q3	$713K	Buy	+6,887	New	+$685K	﹤0.01%	1011
2015 Q2	–	Sell	-12,670	Closed	-$209K	–	2202
2015 Q1	$209K	Hold	12,670	–	–	﹤0.01%	2006
2014 Q4	$208K	Buy	+12,670	New	+$203K	﹤0.01%	1959
2013 Q4	–	Sell	-23,002	Closed	-$368K	–	2005
2013 Q3	$368K	Sell	23,002 -18,452	-45%	-$301K	﹤0.01%	1649
2013 Q2	$668K	Buy	+41,454	New	+$656K	﹤0.01%	1407

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

William Blair & Company's BRO Position: Q1 2026 in Review

William Blair & Company sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 23,545 shares — an estimated $1.88M sold.

William Blair & Company first reported a position in BRO in Q2 2013 and held it in 10 quarters. The position peaked at $2.75M in Q1 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

William Blair & Company reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
William Blair & Company sold 23,545 Brown & Brown shares in Q1 2026, an estimated $1.88M.
William Blair & Company first reported a position in Brown & Brown in Q2 2013 and held it in 10 quarters.
William Blair & Company's Brown & Brown position peaked at $2.75M in Q1 2025.
812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.