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D.L. Carlson Investment Group’s Brown & Brown BRO Stock Holding History

D.L. Carlson Investment Group’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
Q3 		– Sell
-24,888
Closed -$2.76M – 139
2025
Q2 		$2.76M Sell
24,888
-12,580
-34% -$1.41M 0.5% 55
2025
Q1 		$4.66M Sell
37,468
-2,613
-7% -$292K 0.9% 29
2024
Q4 		$4.09M Sell
40,081
-608
-1% -$64.9K 0.73% 39
2024
Q3 		$4.22M Buy
40,689
+91
+0.2% +$9.05K 0.76% 37
2024
Q2 		$3.63M Buy
+40,598
New +$3.52M 0.7% 41

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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 $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D.L. Carlson Investment Group's BRO Position: Q3 2025 in Review

D.L. Carlson Investment Group sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 24,888 shares — an estimated $2.76M sold.

D.L. Carlson Investment Group first reported a position in BRO in Q2 2024 and held it in 5 quarters. The position peaked at $4.66M in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • D.L. Carlson Investment Group reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 24,888 Brown & Brown shares in Q3 2025, an estimated $2.76M.
  • D.L. Carlson Investment Group first reported a position in Brown & Brown in Q2 2024 and held it in 5 quarters.
  • D.L. Carlson Investment Group's Brown & Brown position peaked at $4.66M in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.