AA
BRO icon

ALPS Advisors’s Brown & Brown BRO Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-3,423
Closed -$349K – 1015
2024
Q4 		$349K Hold
3,423
– – ﹤0.01% 794
2024
Q3 		$355K Sell
3,423
-648
-16% -$64.4K ﹤0.01% 849
2024
Q2 		$364K Sell
4,071
-24
-0.6% -$2.08K ﹤0.01% 703
2024
Q1 		$358K Sell
4,095
-257
-6% -$20.7K ﹤0.01% 777
2023
Q4 		$309K Sell
4,352
-248
-5% -$17.7K ﹤0.01% 840
2023
Q3 		$321K Buy
+4,600
New +$328K ﹤0.01% 824

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors's BRO Position: Q1 2025 in Review

ALPS Advisors sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 3,423 shares — an estimated $349K sold.

ALPS Advisors first reported a position in BRO in Q3 2023 and held it in 6 quarters. The position peaked at $364K in Q2 2024. 907 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • ALPS Advisors reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 3,423 Brown & Brown shares in Q1 2025, an estimated $349K.
  • ALPS Advisors first reported a position in Brown & Brown in Q3 2023 and held it in 6 quarters.
  • ALPS Advisors's Brown & Brown position peaked at $364K in Q2 2024.
  • 907 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.