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CFS Investment Advisory Services’s Brown & Brown BRO Stock Holding History

CFS Investment Advisory Services’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
-1,794
Closed -$223K – 328
2025
Q1 		$223K Buy
+1,794
New +$200K 0.02% 294
2022
Q2 		– Sell
-206,692
Closed -$3K – 248
2022
Q1 		$3K Buy
+206,692
New +$13.9M 0.01% 231

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 $187B AUM 18.48% 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 $34.1B AUM 20.22% 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

CFS Investment Advisory Services's BRO Position: Q2 2025 in Review

CFS Investment Advisory Services sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 1,794 shares — an estimated $223K sold.

CFS Investment Advisory Services first reported a position in BRO in Q1 2022 and held it in 2 quarters. The position peaked at $223K in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • CFS Investment Advisory Services reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 1,794 Brown & Brown shares in Q2 2025, an estimated $223K.
  • CFS Investment Advisory Services first reported a position in Brown & Brown in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Brown & Brown position peaked at $223K in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on CFS Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.