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Dakota Wealth Management’s Brown & Brown BRO Stock Holding History

Dakota Wealth Management’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
-8,022
Closed -$889K – 666
2025
Q2 		$889K Buy
+8,022
New +$901K 0.02% 406

Other funds holding BRO

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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

Dakota Wealth Management's BRO Position: Q3 2025 in Review

Dakota Wealth Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 8,022 shares — an estimated $889K sold.

Dakota Wealth Management first reported a position in BRO in Q2 2025 and held it in 1 quarter. The position peaked at $889K in Q2 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Dakota Wealth Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 8,022 Brown & Brown shares in Q3 2025, an estimated $889K.
  • Dakota Wealth Management first reported a position in Brown & Brown in Q2 2025 and held it in 1 quarter.
  • Dakota Wealth Management's Brown & Brown position peaked at $889K in Q2 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.