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Xcel Wealth Management’s Brown & Brown BRO Stock Holding History

Xcel Wealth Management’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 		$446K Hold
6,834
– – 0.12% 108
2025
Q4 		$545K Hold
6,834
– – 0.14% 96
2025
Q3 		$641K Hold
6,834
– – 0.17% 88
2025
Q2 		$758K Hold
6,834
– – 0.22% 75
2025
Q1 		$850K Buy
6,834
+550
+9% +$61.5K 0.26% 70
2024
Q4 		$641K Hold
6,284
– – 0.18% 78
2024
Q3 		$651K Hold
6,284
– – 0.19% 74
2024
Q2 		$562K Sell
6,284
-105
-2% -$9.12K 0.18% 75
2024
Q1 		$559K Hold
6,389
– – 0.17% 78
2023
Q4 		$454K Buy
6,389
+200
+3% +$14.3K 0.16% 80
2023
Q3 		$432K Sell
6,189
-409
-6% -$29.2K 0.17% 81
2023
Q2 		$454K Hold
6,598
– – 0.14% 93
2023
Q1 		$379K Hold
6,598
– – 0.13% 99
2022
Q4 		$376K Buy
6,598
+151
+2% +$8.83K 0.15% 91
2022
Q3 		$390K Hold
6,447
– – 0.15% 90
2022
Q2 		$376K Buy
6,447
+300
+5% +$18.4K 0.14% 90
2022
Q1 		$444K Sell
6,147
-80
-1% -$5.37K 0.12% 99
2021
Q4 		$438K Buy
6,227
+200
+3% +$12.9K 0.11% 110
2021
Q3 		$334K Buy
6,027
+88
+1% +$4.9K 0.1% 115
2021
Q2 		$316K Buy
5,939
+1,203
+25% +$61.9K 0.1% 118
2021
Q1 		$216K Hold
4,736
– – 0.08% 121
2020
Q4 		$224K Hold
4,736
– – 0.1% 113
2020
Q3 		$214K Buy
+4,736
New +$211K 0.11% 102

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Xcel Wealth Management's BRO Position: Q1 2026 in Review

Xcel Wealth Management held its Brown & Brown (BRO) position steady in Q1 2026 at 6,834 shares worth $446K. The position accounts for 0.12% of the portfolio, ranked #108.

Xcel Wealth Management first reported a position in BRO in Q3 2020 and has held it in 23 quarters since. The position peaked at $850K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Xcel Wealth Management held 6,834 shares of Brown & Brown worth $446K as of Q1 2026.
  • Xcel Wealth Management left its Brown & Brown share count unchanged in Q1 2026.
  • Brown & Brown made up 0.12% of Xcel Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Xcel Wealth Management first reported a position in Brown & Brown in Q3 2020 and has held it in 23 quarters since.
  • Xcel Wealth Management's Brown & Brown position peaked at $850K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.