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CHB Investment Group’s Brown & Brown BRO Stock Holding History

CHB Investment Group’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 		$3.64M Buy
32,818
+3,458
+12% +$389K 1.86% 21
2025
Q1 		$3.65M Sell
29,360
-13
-0% -$1.45K 1.94% 7
2024
Q4 		$3M Sell
29,373
-381
-1% -$40.7K 1.63% 15
2024
Q3 		$3.08M Buy
+29,754
New +$2.96M 1.64% 16

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CHB Investment Group's BRO Position: Q2 2025 in Review

CHB Investment Group increased its Brown & Brown (BRO) stake by 12% in Q2 2025, buying an estimated $389K and bringing the position to 32,818 shares worth $3.64M. The position accounts for 1.86% of the portfolio, ranked #21.

CHB Investment Group first reported a position in BRO in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.65M in Q1 2025. 930 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • CHB Investment Group held 32,818 shares of Brown & Brown worth $3.64M as of Q2 2025.
  • CHB Investment Group bought 3,458 Brown & Brown shares in Q2 2025, an estimated $389K.
  • Brown & Brown made up 1.86% of CHB Investment Group's portfolio in Q2 2025, its #21 holding.
  • CHB Investment Group first reported a position in Brown & Brown in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's Brown & Brown position peaked at $3.65M in Q1 2025.
  • 930 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.