Corient Private Wealth
BRO icon

Corient Private Wealth’s Brown & Brown BRO Stock Holding History

Corient Private Wealth’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 		$3.08M Sell
47,436
-498,200
-91% -$35.9M ﹤0.01% 1043
2025
Q4 		$41.2M Buy
545,636
+203,900
+60% +$17M 0.03% 402
2025
Q3 		$32.1M Sell
341,736
-1,679
-0.5% -$164K 0.05% 304
2025
Q2 		$38.1M Sell
343,415
-80,697
-19% -$9.07M 0.05% 278
2025
Q1 		$52.8M Buy
424,112
+12,162
+3% +$1.36M 0.09% 212
2024
Q4 		$42M Buy
411,950
+26,065
+7% +$2.78M 0.07% 251
2024
Q3 		$40M Sell
385,885
-22,307
-5% -$2.22M 0.06% 281
2024
Q2 		$36.5M Buy
408,192
+99,744
+32% +$8.66M 0.06% 280
2024
Q1 		$27M Buy
308,448
+52,795
+21% +$4.24M 0.05% 332
2023
Q4 		$18.2M Buy
255,653
+15,976
+7% +$1.14M 0.03% 406
2023
Q3 		$16.7M Buy
239,677
+13,398
+6% +$956K 0.04% 384
2023
Q2 		$15.6M Buy
226,279
+43,370
+24% +$2.76M 0.04% 392
2023
Q1 		$10.5M Buy
182,909
+173,485
+1,841% +$9.97M 0.03% 427
2022
Q4 		$537K Buy
+9,424
New +$551K ﹤0.01% 1118

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VCM
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Fidelity Investments
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Principal Financial Group
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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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