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Capital A Wealth Management’s Brown & Brown BRO Stock Holding History

Capital A 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
Q2 		– Sell
-2,218
Closed -$276K – 477
2025
Q1 		$276K Sell
2,218
-147
-6% -$16.4K 0.29% 44
2024
Q4 		$241K Buy
+2,365
New +$253K 0.4% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's BRO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 2,218 shares — an estimated $276K sold.

Capital A Wealth Management first reported a position in BRO in Q4 2024 and held it in 2 quarters. The position peaked at $276K in Q1 2025. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2,218 Brown & Brown shares in Q2 2025, an estimated $276K.
  • Capital A Wealth Management first reported a position in Brown & Brown in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Brown & Brown position peaked at $276K in Q1 2025.
  • 929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.