Cetera Investment Advisers
BRO icon

Cetera Investment Advisers’s Brown & Brown BRO Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$2.4M Buy
36,804
+311
+0.9% +$22.4K ﹤0.01% 2130
2025
Q4 		$2.91M Sell
36,493
-9,006
-20% -$751K ﹤0.01% 1880
2025
Q3 		$4.27M Buy
45,499
+6,108
+16% +$595K 0.01% 1534
2025
Q2 		$4.37M Sell
39,391
-4,487
-10% -$504K 0.01% 1278
2025
Q1 		$5.46M Buy
43,878
+7,598
+21% +$849K 0.01% 1052
2024
Q4 		$3.7M Buy
36,280
+885
+3% +$94.5K 0.01% 1222
2024
Q3 		$3.67M Buy
35,395
+8,057
+29% +$801K 0.01% 1194
2024
Q2 		$2.44M Buy
27,338
+10,313
+61% +$895K 0.01% 1421
2024
Q1 		$1.49M Buy
17,025
+13,649
+404% +$1.1M ﹤0.01% 1773
2023
Q4 		$240K Buy
+3,376
New +$241K ﹤0.01% 1927
2022
Q4 		– Sell
-3,504
Closed -$212K – 2119
2022
Q3 		$212K Sell
3,504
-214
-6% -$13.5K ﹤0.01% 1470
2022
Q2 		$217K Buy
3,718
+498
+15% +$30.6K ﹤0.01% 1617
2022
Q1 		$233K Buy
+3,220
New +$216K ﹤0.01% 1620

Other funds holding BRO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return