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Copperwynd Financial’s Brown & Brown BRO Stock Holding History

Copperwynd Financial’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 		$265K Buy
2,394
+136
+6% +$15.3K 0.07% 130
2025
Q1 		$281K Sell
2,258
-364
-14% -$40.7K 0.08% 124
2024
Q4 		$268K Buy
2,622
+52
+2% +$5.55K 0.07% 115
2024
Q3 		$266K Sell
2,570
-202
-7% -$20.1K 0.08% 119
2024
Q2 		$276K Buy
2,772
+126
+5% +$10.9K 0.09% 119
2024
Q1 		$232K Buy
+2,646
New +$213K 0.08% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperwynd Financial's BRO Position: Q2 2025 in Review

Copperwynd Financial increased its Brown & Brown (BRO) stake by 6% in Q2 2025, buying an estimated $15.3K and bringing the position to 2,394 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #130.

Copperwynd Financial first reported a position in BRO in Q1 2024 and has held it in 6 quarters since. The position peaked at $281K in Q1 2025. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Copperwynd Financial held 2,394 shares of Brown & Brown worth $265K as of Q2 2025.
  • Copperwynd Financial bought 136 Brown & Brown shares in Q2 2025, an estimated $15.3K.
  • Brown & Brown made up 0.07% of Copperwynd Financial's portfolio in Q2 2025, its #130 holding.
  • Copperwynd Financial first reported a position in Brown & Brown in Q1 2024 and has held it in 6 quarters since.
  • Copperwynd Financial's Brown & Brown position peaked at $281K in Q1 2025.
  • 929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.