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Clarius Group LLC’s Brown & Brown BRO Stock Holding History

Clarius Group LLC’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
Q4 		$206K Sell
2,581
-17
-0.7% -$1.42K 0.01% 371
2025
Q3 		$244K Buy
2,598
+18
+0.7% +$1.75K 0.01% 348
2025
Q2 		$286K Sell
2,580
-7
-0.3% -$787 0.02% 367
2025
Q1 		$322K Buy
+2,587
New +$289K 0.02% 338

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Clarius Group LLC's BRO Position: Q4 2025 in Review

Clarius Group LLC reduced its Brown & Brown (BRO) stake by 0.65% in Q4 2025, selling an estimated $1.42K and leaving 2,581 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #371.

Clarius Group LLC first reported a position in BRO in Q1 2025 and has held it in 4 quarters since. The position peaked at $322K in Q1 2025. 885 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Clarius Group LLC held 2,581 shares of Brown & Brown worth $206K as of Q4 2025.
  • Clarius Group LLC sold 17 Brown & Brown shares in Q4 2025, an estimated $1.42K.
  • Brown & Brown made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #371 holding.
  • Clarius Group LLC first reported a position in Brown & Brown in Q1 2025 and has held it in 4 quarters since.
  • Clarius Group LLC's Brown & Brown position peaked at $322K in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.