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Ameritas Advisory Services’s Brown & Brown BRO Stock Holding History

Ameritas Advisory Services’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
-214
Closed -$23.7K – 2211
2025
Q2 		$23.7K Buy
+214
New +$24K ﹤0.01% 1674
2023
Q2 		– Sell
-25
Closed -$1.53K – 792
2023
Q1 		$1.53K Buy
+25
New +$1.44K ﹤0.01% 2466

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameritas Advisory Services's BRO Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 214 shares — an estimated $23.7K sold.

Ameritas Advisory Services first reported a position in BRO in Q1 2023 and held it in 2 quarters. The position peaked at $23.7K in Q2 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 214 Brown & Brown shares in Q3 2025, an estimated $23.7K.
  • Ameritas Advisory Services first reported a position in Brown & Brown in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Brown & Brown position peaked at $23.7K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.