Alaska Permanent Fund’s Brown & Brown BRO Stock Holding History

Alaska Permanent Fund’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	-412	Closed	-$45.6K	–	64
2025 Q1	$45.6K	Hold	412	–	–	﹤0.01%	459
2024 Q4	$42K	Hold	412	–	–	﹤0.01%	459
2024 Q3	$42.7K	Hold	412	–	–	﹤0.01%	462
2024 Q2	$41K	Buy	412 +3	+0.7%	+$260	﹤0.01%	460
2024 Q1	$35.8K	Buy	+409	New	+$32.9K	﹤0.01%	477
2022 Q4	$36K	Hold	628	–	–	﹤0.01%	363
2022 Q3	$38K	Sell	628 -366	-37%	-$23K	﹤0.01%	365
2022 Q2	$58K	Sell	994 -1,135	-53%	-$69.7K	﹤0.01%	355
2022 Q1	$153K	Sell	2,129 -140	-6%	-$9.39K	﹤0.01%	267
2021 Q4	$151K	Buy	+2,269	New	+$146K	﹤0.01%	269

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alaska Permanent Fund's BRO Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 412 shares — an estimated $45.6K sold.

Alaska Permanent Fund first reported a position in BRO in Q4 2021 and held it in 10 quarters. The position peaked at $153K in Q1 2022. 931 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Alaska Permanent Fund reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 412 Brown & Brown shares in Q2 2025, an estimated $45.6K.
Alaska Permanent Fund first reported a position in Brown & Brown in Q4 2021 and held it in 10 quarters.
Alaska Permanent Fund's Brown & Brown position peaked at $153K in Q1 2022.
931 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.