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Claro Advisors’s Brown & Brown BRO Stock Holding History

Claro Advisors’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
-5,796
Closed -$721K – 392
2025
Q1 		$721K Sell
5,796
-1,349
-19% -$151K 0.1% 189
2024
Q4 		$729K Sell
7,145
-2,564
-26% -$274K 0.1% 192
2024
Q3 		$1.01M Sell
9,709
-293
-3% -$29.1K 0.13% 152
2024
Q2 		$894K Sell
10,002
-387
-4% -$33.6K 0.14% 147
2024
Q1 		$909K Buy
10,389
+56
+0.5% +$4.5K 0.16% 151
2023
Q4 		$735K Buy
10,333
+368
+4% +$26.3K 0.16% 151
2023
Q3 		$696K Sell
9,965
-203
-2% -$14.5K 0.17% 143
2023
Q2 		$700K Buy
10,168
+1,829
+22% +$116K 0.17% 144
2023
Q1 		$479K Buy
8,339
+886
+12% +$50.9K 0.14% 183
2022
Q4 		$425K Buy
7,453
+1,590
+27% +$93K 0.14% 186
2022
Q3 		$342K Hold
5,863
– – 0.14% 175
2022
Q2 		$342K Buy
5,863
+1,926
+49% +$118K 0.14% 175
2022
Q1 		$277K Hold
3,937
– – 0.1% 207
2021
Q4 		$277K Buy
3,937
+171
+5% +$11K 0.1% 207
2021
Q3 		$209K Buy
+3,766
New +$210K 0.09% 232
2019
Q1 		– Sell
-1,050
Closed -$31K – 251
2018
Q4 		$31K Buy
+1,050
New +$29.7K 0.02% 441

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

Claro Advisors's BRO Position: Q2 2025 in Review

Claro Advisors sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 5,796 shares — an estimated $721K sold.

Claro Advisors first reported a position in BRO in Q4 2018 and held it in 16 quarters. The position peaked at $1.01M in Q3 2024. 930 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Claro Advisors reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 5,796 Brown & Brown shares in Q2 2025, an estimated $721K.
  • Claro Advisors first reported a position in Brown & Brown in Q4 2018 and held it in 16 quarters.
  • Claro Advisors's Brown & Brown position peaked at $1.01M in Q3 2024.
  • 930 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.