Adage Capital Partners
BRO icon

Adage Capital Partners’s Brown & Brown BRO Stock Holding History

Adage Capital Partners’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
Q3 		– Sell
-676,700
Closed -$75M – 896
2025
Q2 		$75M Buy
+676,700
New +$76M 0.13% 161
2025
Q1 		– Sell
-101,800
Closed -$10.4M – 849
2024
Q4 		$10.4M Buy
+101,800
New +$10.9M 0.02% 594
2024
Q3 		– Sell
-72,100
Closed -$6.45M – 881
2024
Q2 		$6.45M Sell
72,100
-459,600
-86% -$39.9M 0.01% 681
2024
Q1 		$46.5M Buy
531,700
+477,200
+876% +$38.4M 0.09% 243
2023
Q4 		$3.88M Buy
+54,500
New +$3.9M 0.01% 701
2023
Q3 		– Sell
-84,600
Closed -$5.82M – 876
2023
Q2 		$5.82M Buy
+84,600
New +$5.38M 0.01% 653
2022
Q3 		– Sell
-134,000
Closed -$7.82M – 1053
2022
Q2 		$7.82M Buy
+134,000
New +$8.22M 0.02% 735
2022
Q1 		– Sell
-664,800
Closed -$46.7M – 1086
2021
Q4 		$46.7M Buy
664,800
+461,500
+227% +$29.8M 0.08% 241
2021
Q3 		$11.3M Buy
+203,300
New +$11.3M 0.02% 657
2013
Q3 		– Sell
-501,260
Closed -$8.08M – 687
2013
Q2 		$8.08M Buy
+501,260
New +$7.93M 0.03% 532

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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 $18.8B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return