Beacon Capital Management LLC (Tennessee)’s Brown & Brown BRO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q1	–	Sell	-15	Closed	-$1.56K	–	1143
2024 Q4	$1.56K	Hold	15	–	–	﹤0.01%	934
2024 Q3	$1.58K	Hold	15	–	–	﹤0.01%	1045
2024 Q2	$1.37K	Hold	15	–	–	﹤0.01%	906
2024 Q1	$1.34K	Hold	15	–	–	﹤0.01%	928
2023 Q4	$1.06K	Hold	15	–	–	﹤0.01%	869
2023 Q3	$1.04K	Hold	15	–	–	﹤0.01%	918
2023 Q2	$1.04K	Hold	15	–	–	﹤0.01%	918
2023 Q1	$870	Hold	15	–	–	﹤0.01%	851
2022 Q4	$862	Hold	15	–	–	﹤0.01%	901
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	785
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	838
2022 Q1	$1K	Buy	+15	New	+$1.01K	﹤0.01%	838

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s BRO Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 15 shares — an estimated $1.56K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BRO in Q1 2022 and held it in 12 quarters. The position peaked at $1.58K in Q3 2024. 908 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 15 Brown & Brown shares in Q1 2025, an estimated $1.56K.
Beacon Capital Management LLC (Tennessee) first reported a position in Brown & Brown in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s Brown & Brown position peaked at $1.58K in Q3 2024.
908 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.