Carolinas Wealth Consulting’s Brown & Brown BRO Stock Holding History

Carolinas Wealth Consulting’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	-5	Closed	-$622	–	112
2025 Q1	$622	Hold	5	–	–	﹤0.01%	950
2024 Q4	$511	Hold	5	–	–	﹤0.01%	1003
2024 Q3	$518	Buy	+5	New	+$497	﹤0.01%	1003
2023 Q3	–	Sell	-66	Closed	-$4.55K	–	1028
2023 Q2	$4.55K	Hold	66	–	–	﹤0.01%	687
2023 Q1	$3.79K	Buy	+66	New	+$3.79K	﹤0.01%	729

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's BRO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 5 shares — an estimated $622 sold.

Carolinas Wealth Consulting first reported a position in BRO in Q1 2023 and held it in 5 quarters. The position peaked at $4.55K in Q2 2023. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Brown & Brown shares in Q2 2025, an estimated $622.
Carolinas Wealth Consulting first reported a position in Brown & Brown in Q1 2023 and held it in 5 quarters.
Carolinas Wealth Consulting's Brown & Brown position peaked at $4.55K in Q2 2023.
928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.