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

Acropolis 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
Q2 		– Sell
-847
Closed -$105K – 255
2025
Q1 		$105K Buy
+847
New +$94.6K 0.01% 294

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acropolis Investment Management's BRO Position: Q2 2025 in Review

Acropolis Investment Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 847 shares — an estimated $105K sold.

Acropolis Investment Management first reported a position in BRO in Q1 2025 and held it in 1 quarter. The position peaked at $105K in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Acropolis Investment Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Acropolis Investment Management sold 847 Brown & Brown shares in Q2 2025, an estimated $105K.
  • Acropolis Investment Management first reported a position in Brown & Brown in Q1 2025 and held it in 1 quarter.
  • Acropolis Investment Management's Brown & Brown position peaked at $105K in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Acropolis Investment Management's 13F filing for Q2 2025, filed 14 Jul 2025.