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C.M. Bidwell & Associates’s Brown & Brown BRO Stock Holding History

C.M. Bidwell & Associates’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
-43
Closed -$4.39K – 455
2024
Q4 		$4.39K Hold
43
– – ﹤0.01% 351
2024
Q3 		$4.46K Buy
+43
New +$4.28K ﹤0.01% 344

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

C.M. Bidwell & Associates's BRO Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 43 shares — an estimated $4.39K sold.

C.M. Bidwell & Associates first reported a position in BRO in Q3 2024 and held it in 2 quarters. The position peaked at $4.46K in Q3 2024. 911 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • C.M. Bidwell & Associates reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 43 Brown & Brown shares in Q1 2025, an estimated $4.39K.
  • C.M. Bidwell & Associates first reported a position in Brown & Brown in Q3 2024 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Brown & Brown position peaked at $4.46K in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.