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 $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atticus Wealth Management's BRO Position: Q3 2025 in Review

Atticus Wealth Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 1,176 shares — an estimated $130K sold.

Atticus Wealth Management first reported a position in BRO in Q1 2020 and held it in 21 quarters. The position peaked at $146K in Q1 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Atticus Wealth Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,176 Brown & Brown shares in Q3 2025, an estimated $130K.
Atticus Wealth Management first reported a position in Brown & Brown in Q1 2020 and held it in 21 quarters.
Atticus Wealth Management's Brown & Brown position peaked at $146K in Q1 2025.
896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.