Capstone Investment Advisors
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Capstone Investment Advisors’s Brown & Brown BRO Stock Holding History

Capstone Investment Advisors’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
-1,300
Closed -$133K – 1402
2024
Q4 		$133K Buy
1,300
+800
+160% +$85.4K ﹤0.01% 1657
2024
Q3 		$51.8K Buy
+500
New +$49.7K ﹤0.01% 1797
2022
Q3 		– Sell
-1,400
Closed -$82K – 1656
2022
Q2 		$82K Sell
1,400
-10,300
-88% -$632K ﹤0.01% 1529
2022
Q1 		$846K Buy
11,700
+1,100
+10% +$73.8K ﹤0.01% 1372
2021
Q4 		$745K Buy
+10,600
New +$684K ﹤0.01% 1378

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 $204B AUM 27.99% 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

Capstone Investment Advisors's BRO Position: Q2 2025 in Review

Capstone Investment Advisors sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 5,750 shares — an estimated $715K sold.

Capstone Investment Advisors first reported a position in BRO in Q3 2016 and held it in 14 quarters. The position peaked at $2.8M in Q1 2017. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Capstone Investment Advisors reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,750 Brown & Brown shares in Q2 2025, an estimated $715K.
  • Capstone Investment Advisors first reported a position in Brown & Brown in Q3 2016 and held it in 14 quarters.
  • Capstone Investment Advisors's Brown & Brown position peaked at $2.8M in Q1 2017.
  • 929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Capstone Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.