Zacks Investment Management’s Brown & Brown BRO Stock Holding History

Zacks Investment 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	–	Sell	-16,752	Closed	-$1.34M	–	724
2025 Q4	$1.34M	Sell	16,752 -1,102	-6%	-$91.9K	0.01%	394
2025 Q3	$1.67M	Buy	17,854 +125	+0.7%	+$12.2K	0.01%	359
2025 Q2	$1.97M	Buy	17,729 +217	+1%	+$24.4K	0.02%	326
2025 Q1	$2.18M	Buy	17,512 +515	+3%	+$57.5K	0.02%	312
2024 Q4	$1.73M	Buy	16,997 +3,780	+29%	+$404K	0.02%	350
2024 Q3	$1.37M	Sell	13,217 -3,789	-22%	-$377K	0.01%	380
2024 Q2	$1.52M	Buy	+17,006	New	+$1.48M	0.02%	330

Other funds holding BRO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Zacks Investment Management's BRO Position: Q1 2026 in Review

Zacks Investment Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 16,752 shares — an estimated $1.34M sold.

Zacks Investment Management first reported a position in BRO in Q2 2024 and held it in 7 quarters. The position peaked at $2.18M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Zacks Investment Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Zacks Investment Management sold 16,752 Brown & Brown shares in Q1 2026, an estimated $1.34M.
Zacks Investment Management first reported a position in Brown & Brown in Q2 2024 and held it in 7 quarters.
Zacks Investment Management's Brown & Brown position peaked at $2.18M in Q1 2025.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.