Arax Advisory Partners’s Brown & Brown BRO Stock Holding History

Arax Advisory Partners’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	–	Sell	-2,357	Closed	-$188K	–	3852
2025 Q4	$188K	Sell	2,357 -46,150	-95%	-$3.85M	0.01%	1073
2025 Q3	$4.55M	Buy	48,507 +48,000	+9,467%	+$4.68M	0.07%	248
2025 Q2	$59.1K	Buy	507 +3	+0.6%	+$337	﹤0.01%	1155
2025 Q1	$62.7K	Sell	504 -1,427	-74%	-$159K	﹤0.01%	872
2024 Q4	$197K	Buy	1,931 +396	+26%	+$42.3K	0.01%	489
2024 Q3	$159K	Buy	1,535 +5	+0.3%	+$497	0.01%	393
2024 Q2	$137K	Buy	1,530 +1,510	+7,550%	+$131K	0.01%	407
2024 Q1	$1.75K	Buy	20 +18	+900%	+$1.45K	﹤0.01%	1056
2023 Q4	$143	Hold	2	–	–	﹤0.01%	1297
2023 Q3	$140	Hold	2	–	–	﹤0.01%	1291
2023 Q2	$138	Hold	2	–	–	﹤0.01%	1245
2023 Q1	$115	Hold	2	–	–	﹤0.01%	1249
2022 Q4	$114	Buy	+2	New	+$117	﹤0.01%	1250
2018 Q4	$207K	Buy	7,506 +21	+0.3%	+$594	0.08%	118
2018 Q3	$221K	Buy	+7,485	New	+$222K	0.09%	114

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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