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
Q2 		– Sell
-2,500
Closed -$311K – 1591
2025
Q1 		$311K Sell
2,500
-3,200
-56% -$358K ﹤0.01% 1183
2024
Q4 		$582K Buy
5,700
+1,900
+50% +$203K ﹤0.01% 1256
2024
Q3 		$394K Buy
3,800
+2,300
+153% +$229K ﹤0.01% 1287
2024
Q2 		$134K Buy
+1,500
New +$130K ﹤0.01% 1849
2024
Q1 		– Sell
-10,600
Closed -$754K – 2349
2023
Q4 		$754K Buy
10,600
+9,700
+1,078% +$693K ﹤0.01% 1161
2023
Q3 		$62.9K Sell
900
-7,200
-89% -$513K ﹤0.01% 2001
2023
Q2 		$558K Hold
8,100
– – ﹤0.01% 1108
2023
Q1 		$465K Buy
+8,100
New +$466K ﹤0.01% 1035
2022
Q3 		– Sell
-2,900
Closed -$169K – 1657
2022
Q2 		$169K Sell
2,900
-44,000
-94% -$2.7M ﹤0.01% 1447
2022
Q1 		$3.39M Buy
46,900
+12,400
+36% +$832K 0.01% 846
2021
Q4 		$2.42M Buy
34,500
+23,000
+200% +$1.48M ﹤0.01% 1066
2021
Q3 		$638K Buy
+11,500
New +$641K ﹤0.01% 1517

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.