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Bleakley Financial Group’s Brown & Brown BRO Stock Holding History

Bleakley Financial Group’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
-3,162
Closed -$323K – 572
2024
Q4 		$323K Buy
3,162
+103
+3% +$11K 0.01% 769
2024
Q3 		$317K Buy
3,059
+554
+22% +$55.1K 0.01% 744
2024
Q2 		$224K Buy
2,505
+132
+6% +$11.5K 0.01% 854
2024
Q1 		$208K Buy
+2,373
New +$191K 0.01% 887

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bleakley Financial Group's BRO Position: Q1 2025 in Review

Bleakley Financial Group sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 3,162 shares — an estimated $323K sold.

Bleakley Financial Group first reported a position in BRO in Q1 2024 and held it in 4 quarters. The position peaked at $323K in Q4 2024. 907 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Bleakley Financial Group reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,162 Brown & Brown shares in Q1 2025, an estimated $323K.
  • Bleakley Financial Group first reported a position in Brown & Brown in Q1 2024 and held it in 4 quarters.
  • Bleakley Financial Group's Brown & Brown position peaked at $323K in Q4 2024.
  • 907 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.