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

Achmea 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
2025
Q4 		– Sell
-23,410
Closed -$2.2M – 145
2025
Q3 		$2.2M Hold
23,410
– – 0.03% 256
2025
Q2 		$2.6M Buy
23,410
+2,110
+10% +$237K 0.03% 259
2025
Q1 		$2.65M Sell
21,300
-1,347
-6% -$151K 0.04% 259
2024
Q4 		$2.31M Sell
22,647
-1,099
-5% -$117K 0.04% 278
2024
Q3 		$2.46M Sell
23,746
-17,364
-42% -$1.73M 0.04% 288
2024
Q2 		$3.68M Buy
41,110
+2,473
+6% +$215K 0.07% 246
2024
Q1 		$3.38M Buy
38,637
+15,367
+66% +$1.24M 0.06% 258
2023
Q4 		$1.66M Buy
+23,270
New +$1.66M 0.03% 340
2023
Q3 		– Sell
-758
Closed -$52K – 511
2023
Q2 		$52K Hold
758
– – ﹤0.01% 561
2023
Q1 		$43K Sell
758
-34,275
-98% -$1.97M ﹤0.01% 540
2022
Q4 		$1.87M Sell
35,033
-9,969
-22% -$583K 0.06% 289
2022
Q3 		$2.72M Sell
45,002
-258
-0.6% -$16.2K 0.1% 224
2022
Q2 		$2.64M Hold
45,260
– – 0.09% 245
2022
Q1 		$3.27M Buy
45,260
+3,192
+8% +$214K 0.09% 251
2021
Q4 		$2.96M Buy
42,068
+25,475
+154% +$1.64M 0.14% 147
2021
Q3 		$920K Buy
16,593
+758
+5% +$42.2K 0.03% 444
2021
Q2 		$842K Hold
15,835
– – 0.03% 440
2021
Q1 		$724K Sell
15,835
-81,866
-84% -$3.76M 0.03% 457
2020
Q4 		$4.63M Buy
97,701
+1,596
+2% +$73.5K 0.17% 166
2020
Q3 		$4.35M Buy
+96,105
New +$4.29M 0.18% 148

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Achmea Investment Management's BRO Position: Q4 2025 in Review

Achmea Investment Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 23,410 shares — an estimated $2.2M sold.

Achmea Investment Management first reported a position in BRO in Q3 2020 and held it in 20 quarters. The position peaked at $4.63M in Q4 2020. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Achmea Investment Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Achmea Investment Management sold 23,410 Brown & Brown shares in Q4 2025, an estimated $2.2M.
  • Achmea Investment Management first reported a position in Brown & Brown in Q3 2020 and held it in 20 quarters.
  • Achmea Investment Management's Brown & Brown position peaked at $4.63M in Q4 2020.
  • 889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.