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Anderson Financial Strategies’s Brown & Brown BRO Stock Holding History

Anderson Financial Strategies’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
-2
Closed -$204 – 239
2024
Q4 		$204 Buy
+2
New +$214 ﹤0.01% 121

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 $37.4B AUM 35.42% 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

Anderson Financial Strategies's BRO Position: Q1 2025 in Review

Anderson Financial Strategies sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 2 shares — an estimated $204 sold.

Anderson Financial Strategies first reported a position in BRO in Q4 2024 and held it in 1 quarter. The position peaked at $204 in Q4 2024. 908 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Anderson Financial Strategies reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 2 Brown & Brown shares in Q1 2025, an estimated $204.
  • Anderson Financial Strategies first reported a position in Brown & Brown in Q4 2024 and held it in 1 quarter.
  • Anderson Financial Strategies's Brown & Brown position peaked at $204 in Q4 2024.
  • 908 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Anderson Financial Strategies's 13F filing for Q1 2025, filed 28 May 2025.