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

Diversify 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
Q2 		– Sell
-2,555
Closed -$276K – 539
2025
Q1 		$276K Sell
2,555
-242
-9% -$27K 0.02% 447
2024
Q4 		$285K Buy
2,797
+10
+0.4% +$1.07K 0.02% 438
2024
Q3 		$295K Sell
2,787
-281
-9% -$27.9K 0.03% 402
2024
Q2 		$302K Buy
+3,068
New +$266K 0.04% 360

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
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Wealth Management's BRO Position: Q2 2025 in Review

Diversify Wealth Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 2,555 shares — an estimated $276K sold.

Diversify Wealth Management first reported a position in BRO in Q2 2024 and held it in 4 quarters. The position peaked at $302K in Q2 2024. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Diversify Wealth Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 2,555 Brown & Brown shares in Q2 2025, an estimated $276K.
  • Diversify Wealth Management first reported a position in Brown & Brown in Q2 2024 and held it in 4 quarters.
  • Diversify Wealth Management's Brown & Brown position peaked at $302K in Q2 2024.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Diversify Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.