WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s Brown & Brown BRO Stock Holding History

WorldQuant Millennium Advisors’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
-276,143
Closed -$22M – 604
2025
Q4 		$22M Buy
+276,143
New +$23M 0.09% 211
2025
Q3 		– Sell
-54,092
Closed -$6M – 517
2025
Q2 		$6M Sell
54,092
-483,440
-90% -$54.3M 0.03% 297
2025
Q1 		$66.9M Buy
537,532
+229,137
+74% +$25.6M 0.42% 71
2024
Q4 		$31.5M Buy
308,395
+179,934
+140% +$19.2M 0.2% 134
2024
Q3 		$13.3M Buy
128,461
+89,797
+232% +$8.93M 0.1% 212
2024
Q2 		$3.46M Buy
38,664
+33,583
+661% +$2.92M 0.03% 279
2024
Q1 		$445K Hold
5,081
– – 0.01% 331
2023
Q4 		$361K Sell
5,081
-22,026
-81% -$1.57M 0.01% 323
2023
Q3 		$1.89M Sell
27,107
-290,063
-91% -$20.7M 0.03% 282
2023
Q2 		$21.8M Buy
317,170
+115,876
+58% +$7.37M 0.37% 86
2023
Q1 		$11.6M Buy
201,294
+147,597
+275% +$8.48M 0.21% 147
2022
Q4 		$3.06M Hold
53,697
– – 0.07% 234
2022
Q3 		$3.25M Buy
+53,697
New +$3.38M 0.08% 235
2022
Q2 		– Sell
-194,791
Closed -$14.1M – 295
2022
Q1 		$14.1M Sell
194,791
-175,621
-47% -$11.8M 0.34% 99
2021
Q4 		$26M Buy
370,412
+192,349
+108% +$12.4M 0.52% 61
2021
Q3 		$9.87M Buy
178,063
+161,963
+1,006% +$9.03M 0.22% 145
2021
Q2 		$856K Buy
+16,100
New +$828K 0.02% 281

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

WorldQuant Millennium Advisors's BRO Position: Q1 2026 in Review

WorldQuant Millennium Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 276,143 shares — an estimated $22M sold.

WorldQuant Millennium Advisors first reported a position in BRO in Q2 2021 and held it in 17 quarters. The position peaked at $66.9M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • WorldQuant Millennium Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • WorldQuant Millennium Advisors sold 276,143 Brown & Brown shares in Q1 2026, an estimated $22M.
  • WorldQuant Millennium Advisors first reported a position in Brown & Brown in Q2 2021 and held it in 17 quarters.
  • WorldQuant Millennium Advisors's Brown & Brown position peaked at $66.9M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.