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Concourse Financial Group Securities’s Brown & Brown BRO Stock Holding History

Concourse Financial Group Securities’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
-1,103
Closed -$116K – 261
2024
Q4 		$116K Buy
1,103
+107
+11% +$11.4K 0.01% 897
2024
Q3 		$103K Buy
996
+350
+54% +$34.8K 0.01% 930
2024
Q2 		$57.8K Buy
646
+28
+5% +$2.43K ﹤0.01% 1120
2024
Q1 		$54.1K Buy
618
+53
+9% +$4.26K ﹤0.01% 1156
2023
Q4 		$40.2K Buy
565
+546
+2,874% +$39K ﹤0.01% 1212
2023
Q3 		$1.33K Sell
19
-10
-34% -$713 ﹤0.01% 2062
2023
Q2 		$2K Sell
29
-250
-90% -$15.9K ﹤0.01% 2021
2023
Q1 		$16K Buy
279
+79
+40% +$4.54K ﹤0.01% 1530
2022
Q4 		$11.4K Sell
200
-483
-71% -$28.2K ﹤0.01% 1616
2022
Q3 		$41K Buy
683
+100
+17% +$6.29K ﹤0.01% 1021
2022
Q2 		$34K Sell
583
-112
-16% -$6.87K ﹤0.01% 1237
2022
Q1 		$50K Buy
695
+495
+248% +$33.2K ﹤0.01% 1142
2021
Q4 		$14K Hold
200
– – ﹤0.01% 1752
2021
Q3 		$11K Hold
200
– – ﹤0.01% 1856
2021
Q2 		$11K Hold
200
– – ﹤0.01% 1826
2021
Q1 		$9K Sell
200
-220
-52% -$10.1K ﹤0.01% 1780
2020
Q4 		$20K Sell
420
-228
-35% -$10.5K ﹤0.01% 1454
2020
Q3 		$29K Hold
648
– – ﹤0.01% 1241
2020
Q2 		$26K Sell
648
-56
-8% -$2.16K ﹤0.01% 1197
2020
Q1 		$25K Buy
704
+284
+68% +$12K ﹤0.01% 1150
2019
Q4 		$17K Buy
+420
New +$15.8K ﹤0.01% 1289
2019
Q3 		– Sell
-220
Closed -$7.87K – 1792
2019
Q2 		$7K Sell
220
-146
-40% -$4.63K ﹤0.01% 1601
2019
Q1 		$10K Hold
366
– – ﹤0.01% 1499
2018
Q4 		$10K Sell
366
-270
-42% -$7.63K ﹤0.01% 1419
2018
Q3 		$19K Buy
+636
New +$18.9K 0.01% 866

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's BRO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 1,103 shares — an estimated $116K sold.

Concourse Financial Group Securities first reported a position in BRO in Q3 2018 and held it in 25 quarters. The position peaked at $116K in Q4 2024. 908 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,103 Brown & Brown shares in Q1 2025, an estimated $116K.
  • Concourse Financial Group Securities first reported a position in Brown & Brown in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Brown & Brown position peaked at $116K in Q4 2024.
  • 908 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.