Atticus Wealth Management’s Brown & Brown BRO Stock Holding History

Atticus Wealth Management’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	-1,176	Closed	-$130K	–	258
2025 Q2	$130K	Buy	1,176 +6	+0.5%	+$674	0.04%	217
2025 Q1	$146K	Hold	1,170	–	–	0.05%	135
2024 Q4	$119K	Hold	1,170	–	–	0.04%	151
2024 Q3	$121K	Hold	1,170	–	–	0.04%	156
2024 Q2	$105K	Hold	1,170	–	–	0.03%	162
2024 Q1	$102K	Hold	1,170	–	–	0.03%	167
2023 Q4	$83.2K	Hold	1,170	–	–	0.03%	190
2023 Q3	$81.7K	Hold	1,170	–	–	0.03%	192
2023 Q2	$80.5K	Hold	1,170	–	–	0.03%	202
2023 Q1	$67.2K	Hold	1,170	–	–	0.03%	216
2022 Q4	$66.7K	Hold	1,170	–	–	0.03%	220
2022 Q3	$68K	Hold	1,170	–	–	0.03%	203
2022 Q2	$68K	Buy	1,170 +600	+105%	+$36.8K	0.03%	223
2022 Q1	$41K	Sell	570 -600	-51%	-$40.2K	0.02%	267
2021 Q4	$82K	Buy	+1,170	New	+$75.5K	0.03%	183
2021 Q3	–	Sell	-42	Closed	-$2K	–	409
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	348
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	318
2020 Q4	$2K	Hold	42	–	–	﹤0.01%	314
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	289
2020 Q2	$2K	Sell	42 -2	-5%	-$77	﹤0.01%	278
2020 Q1	$2K	Buy	+44	New	+$1.86K	﹤0.01%	271

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return