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Congress Asset Management’s Brown & Brown BRO Stock Holding History

Congress Asset Management’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
2026
Q1 		– Sell
-580,610
Closed -$46.3M – 420
2025
Q4 		$46.3M Sell
580,610
-89,057
-13% -$7.43M 0.33% 106
2025
Q3 		$62.8M Sell
669,667
-170,821
-20% -$16.6M 0.42% 92
2025
Q2 		$93.2M Sell
840,488
-270,233
-24% -$30.4M 0.64% 54
2025
Q1 		$138M Sell
1,110,721
-164,163
-13% -$18.3M 1.03% 25
2024
Q4 		$130M Sell
1,274,884
-87,125
-6% -$9.3M 0.88% 34
2024
Q3 		$141M Sell
1,362,009
-15,176
-1% -$1.51M 0.96% 28
2024
Q2 		$123M Sell
1,377,185
-20,411
-1% -$1.77M 0.88% 43
2024
Q1 		$122M Buy
1,397,596
+238,193
+21% +$19.1M 0.87% 48
2023
Q4 		$82.4M Buy
+1,159,403
New +$82.9M 0.65% 72

Other funds holding BRO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $18.8B AUM 17.33% 1-Year Est. Return