Concord Wealth Partners’s Brown & Brown BRO Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-44	Closed	-$4.49K	–	836
2024 Q4	$4.49K	Hold	44	–	–	﹤0.01%	616
2024 Q3	$4.56K	Buy	+44	New	+$4.38K	﹤0.01%	651
2023 Q4	–	Sell	-34	Closed	-$2.38K	–	844
2023 Q3	$2.38K	Hold	34	–	–	﹤0.01%	845
2023 Q2	$2.34K	Hold	34	–	–	﹤0.01%	842
2023 Q1	$1.95K	Hold	34	–	–	﹤0.01%	814
2022 Q4	$1.94K	Buy	+34	New	+$1.99K	﹤0.01%	940
2022 Q3	–	Sell	-358	Closed	-$21K	–	282
2022 Q2	$21K	Hold	358	–	–	0.01%	531
2022 Q1	$26K	Sell	358 -46	-11%	-$3.08K	0.01%	578
2021 Q4	$28K	Buy	404 +370	+1,088%	+$23.9K	0.01%	567
2021 Q3	$2K	Sell	34 -303	-90%	-$16.9K	﹤0.01%	734
2021 Q2	$18K	Hold	337	–	–	0.01%	520
2021 Q1	$15K	Buy	+337	New	+$15.5K	0.01%	521

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's BRO Position: Q1 2025 in Review

Concord Wealth Partners sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 44 shares — an estimated $4.49K sold.

Concord Wealth Partners first reported a position in BRO in Q1 2021 and held it in 12 quarters. The position peaked at $28K in Q4 2021. 911 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

Concord Wealth Partners reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 44 Brown & Brown shares in Q1 2025, an estimated $4.49K.
Concord Wealth Partners first reported a position in Brown & Brown in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's Brown & Brown position peaked at $28K in Q4 2021.
911 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.