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Atria Wealth Solutions’s Brown & Brown BRO Stock Holding History

Atria Wealth Solutions’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
Q2 		$248K Buy
+2,239
New +$252K 0.01% 1255
2024
Q3 		– Sell
-2,520
Closed -$225K – 1933
2024
Q2 		$225K Sell
2,520
-878
-26% -$76.2K ﹤0.01% 1685
2024
Q1 		$297K Sell
3,398
-122
-3% -$9.81K ﹤0.01% 1562
2023
Q4 		$250K Buy
+3,520
New +$252K ﹤0.01% 1631

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's BRO Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Brown & Brown (BRO) in Q2 2025: 2,239 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #1255 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in BRO as recently as Q2 2024.

Atria Wealth Solutions first reported a position in BRO in Q4 2023 and has held it in 4 quarters since. The position peaked at $297K in Q1 2024. 930 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Atria Wealth Solutions held 2,239 shares of Brown & Brown worth $248K as of Q2 2025.
  • Brown & Brown was a new Atria Wealth Solutions position in Q2 2025.
  • Brown & Brown made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1255 holding.
  • Atria Wealth Solutions first reported a position in Brown & Brown in Q4 2023 and has held it in 4 quarters since.
  • Atria Wealth Solutions's Brown & Brown position peaked at $297K in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.