Covestor’s Brown & Brown BRO Stock Holding History

Covestor’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	$43K	Sell	660 -235	-26%	-$16.9K	0.03%	791
2025 Q4	$71K	Sell	895 -80	-8%	-$6.67K	0.04%	756
2025 Q3	$91K	Buy	975 +298	+44%	+$29K	0.05%	630
2025 Q2	$75K	Sell	677 -260	-28%	-$29.2K	0.04%	707
2025 Q1	$117K	Buy	937 +105	+13%	+$11.7K	0.08%	384
2024 Q4	$85K	Buy	832 +152	+22%	+$16.2K	0.05%	614
2024 Q3	$70K	Sell	680 -48	-7%	-$4.77K	0.04%	719
2024 Q2	$65K	Buy	728 +528	+264%	+$45.8K	0.04%	734
2024 Q1	$18K	Sell	200 -572	-74%	-$46K	0.01%	1243
2023 Q4	$55K	Buy	772 +2	+0.3%	+$143	0.04%	806
2023 Q3	$54K	Sell	770 -7	-0.9%	-$499	0.04%	734
2023 Q2	$54K	Sell	777 -179	-19%	-$11.4K	0.04%	748
2023 Q1	$55K	Buy	956 +131	+16%	+$7.53K	0.05%	669
2022 Q4	$47K	Buy	825 +205	+33%	+$12K	0.04%	752
2022 Q3	$38K	Sell	620 -916	-60%	-$57.6K	0.03%	797
2022 Q2	$90K	Hold	1,536	–	–	0.07%	471
2022 Q1	$111K	Buy	1,536 +599	+64%	+$40.2K	0.08%	433
2021 Q4	$66K	Buy	+937	New	+$60.4K	0.09%	363

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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