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

Congress Wealth 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
2025 Q2	$12.2M	Sell	112,312 -13,469	-11%	-$1.51M	0.12%	209
2025 Q1	$15.3M	Sell	125,781 -16,002	-11%	-$1.79M	0.18%	141
2024 Q4	$14.5M	Sell	141,783 -2,225	-2%	-$238K	0.2%	149
2024 Q3	$14.9M	Buy	144,008 +1,780	+1%	+$177K	0.2%	154
2024 Q2	$12.7M	Buy	142,228 +5,189	+4%	+$450K	0.2%	143
2024 Q1	$12M	Buy	137,039 +6,744	+5%	+$542K	0.21%	145
2023 Q4	$9.27M	Buy	+130,295	New	+$9.31M	0.17%	162

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Congress Wealth Management's BRO Position: Q2 2025 in Review

Congress Wealth Management reduced its Brown & Brown (BRO) stake by 11% in Q2 2025, selling an estimated $1.51M and leaving 112,312 shares worth $12.2M. The position accounts for 0.12% of the portfolio, ranked #209.

Congress Wealth Management first reported a position in BRO in Q4 2023 and has held it in 7 quarters since. The position peaked at $15.3M in Q1 2025. 930 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Congress Wealth Management held 112,312 shares of Brown & Brown worth $12.2M as of Q2 2025.
Congress Wealth Management sold 13,469 Brown & Brown shares in Q2 2025, an estimated $1.51M.
Brown & Brown made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #209 holding.
Congress Wealth Management first reported a position in Brown & Brown in Q4 2023 and has held it in 7 quarters since.
Congress Wealth Management's Brown & Brown position peaked at $15.3M in Q1 2025.
930 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.