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Annis Gardner Whiting Capital Advisors’s Brown & Brown BRO Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q1 		$21.7K Sell
333
-545
-62% -$39.3K ﹤0.01% 709
2025
Q4 		$70K Sell
878
-155
-15% -$12.9K 0.01% 467
2025
Q3 		$96.9K Buy
1,033
+234
+29% +$22.8K 0.02% 399
2025
Q2 		$88.5K Sell
799
-65
-8% -$7.3K 0.03% 320
2025
Q1 		$107K Buy
864
+14
+2% +$1.56K 0.05% 264
2024
Q4 		$86.7K Buy
850
+1
+0.1% +$107 0.02% 287
2024
Q3 		$88K Hold
849
– – 0.02% 304
2024
Q2 		$75.9K Sell
849
-1
-0.1% -$87 0.02% 347
2024
Q1 		$74.4K Buy
850
+2
+0.2% +$161 0.03% 330
2023
Q4 		$60.3K Buy
848
+1
+0.1% +$71 0.03% 284
2023
Q3 		$59.2K Buy
+847
New +$60.4K 0.03% 274

Other funds holding BRO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $18.8B AUM 17.33% 1-Year Est. Return