Axa
BRO icon

Axa’s Brown & Brown BRO Stock Holding History

Axa’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
-32,679
Closed -$3.62M – 218
2025
Q2 		$3.62M Buy
32,679
+229
+0.7% +$25.7K 0.01% 632
2025
Q1 		$4.04M Sell
32,450
-66
-0.2% -$7.38K 0.01% 596
2024
Q4 		$3.32M Sell
32,516
-57,159
-64% -$6.1M 0.01% 652
2024
Q3 		$9.29M Buy
89,675
+7,575
+9% +$753K 0.03% 404
2024
Q2 		$7.34M Sell
82,100
-13,100
-14% -$1.14M 0.02% 452
2024
Q1 		$8.33M Sell
95,200
-29,283
-24% -$2.35M 0.03% 446
2023
Q4 		$8.85M Buy
124,483
+98,938
+387% +$7.07M 0.03% 417
2023
Q3 		$1.78M Buy
+25,545
New +$1.82M 0.01% 727
2022
Q4 		– Sell
-14,835
Closed -$897K – 1144
2022
Q3 		$897K Sell
14,835
-16,009
-52% -$1.01M ﹤0.01% 879
2022
Q2 		$1.8M Sell
30,844
-565,156
-95% -$34.7M 0.01% 790
2022
Q1 		$43.1M Buy
596,000
+174,100
+41% +$11.7M 0.12% 187
2021
Q4 		$29.7M Sell
421,900
-84,018
-17% -$5.42M 0.08% 276
2021
Q3 		$28.1M Buy
505,918
+170,518
+51% +$9.5M 0.08% 279
2021
Q2 		$17.8M Buy
335,400
+23,500
+8% +$1.21M 0.05% 381
2021
Q1 		$14.3M Sell
311,900
-72,400
-19% -$3.32M 0.04% 425
2020
Q4 		$18.2M Buy
384,300
+309,100
+411% +$14.2M 0.06% 352
2020
Q3 		$3.4M Buy
75,200
+43,500
+137% +$1.94M 0.01% 726
2020
Q2 		$1.29M Buy
31,700
+10,000
+46% +$386K 0.01% 899
2020
Q1 		$786K Sell
21,700
-227,600
-91% -$9.62M ﹤0.01% 893
2019
Q4 		$9.84M Hold
249,300
– – 0.04% 456
2019
Q3 		$8.99M Buy
+249,300
New +$8.92M 0.04% 507
2015
Q3 		– Sell
-109,200
Closed -$1.79M – 1452
2015
Q2 		$1.79M Buy
+109,200
New +$1.79M 0.01% 814

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axa's BRO Position: Q3 2025 in Review

Axa sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 32,679 shares — an estimated $3.62M sold.

Axa first reported a position in BRO in Q2 2015 and held it in 22 quarters. The position peaked at $43.1M in Q1 2022. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Axa reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Axa sold 32,679 Brown & Brown shares in Q3 2025, an estimated $3.62M.
  • Axa first reported a position in Brown & Brown in Q2 2015 and held it in 22 quarters.
  • Axa's Brown & Brown position peaked at $43.1M in Q1 2022.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.