Cyrus J. Lawrence’s Brown & Brown BRO Stock Holding History

Cyrus J. Lawrence’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 Q1	–	Sell	-125	Closed	-$12K	–	64
2024 Q4	$12K	Buy	+125	New	+$13.3K	﹤0.01%	178

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cyrus J. Lawrence's BRO Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 125 shares — an estimated $12K sold.

Cyrus J. Lawrence first reported a position in BRO in Q4 2024 and held it in 1 quarter. The position peaked at $12K in Q4 2024. 910 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

Cyrus J. Lawrence reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 125 Brown & Brown shares in Q1 2025, an estimated $12K.
Cyrus J. Lawrence first reported a position in Brown & Brown in Q4 2024 and held it in 1 quarter.
Cyrus J. Lawrence's Brown & Brown position peaked at $12K in Q4 2024.
910 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.