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Catalyst Funds Management’s Brown & Brown BRO Stock Holding History

Catalyst Funds 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
Q3 		– Sell
-2,400
Closed -$266K – 510
2025
Q2 		$266K Buy
+2,400
New +$270K 0.07% 277
2024
Q2 		– Sell
-600
Closed -$52.5K – 1218
2024
Q1 		$52.5K Buy
+600
New +$48.2K 0.01% 545

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Catalyst Funds Management's BRO Position: Q3 2025 in Review

Catalyst Funds Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,400 shares — an estimated $266K sold.

Catalyst Funds Management first reported a position in BRO in Q1 2024 and held it in 2 quarters. The position peaked at $266K in Q2 2025. 897 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Catalyst Funds Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 2,400 Brown & Brown shares in Q3 2025, an estimated $266K.
  • Catalyst Funds Management first reported a position in Brown & Brown in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Brown & Brown position peaked at $266K in Q2 2025.
  • 897 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Catalyst Funds Management's 13F filing for Q3 2025, filed 12 Nov 2025.