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Dorsey & Whitney Trust’s Brown & Brown BRO Stock Holding History

Dorsey & Whitney Trust’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
-2,716
Closed -$277K – 666
2024
Q4 		$277K Sell
2,716
-92
-3% -$9.82K 0.02% 546
2024
Q3 		$291K Buy
+2,808
New +$279K 0.02% 529

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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 $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dorsey & Whitney Trust's BRO Position: Q1 2025 in Review

Dorsey & Whitney Trust sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 2,716 shares — an estimated $277K sold.

Dorsey & Whitney Trust first reported a position in BRO in Q3 2024 and held it in 2 quarters. The position peaked at $291K in Q3 2024. 907 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Dorsey & Whitney Trust reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 2,716 Brown & Brown shares in Q1 2025, an estimated $277K.
  • Dorsey & Whitney Trust first reported a position in Brown & Brown in Q3 2024 and held it in 2 quarters.
  • Dorsey & Whitney Trust's Brown & Brown position peaked at $291K in Q3 2024.
  • 907 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2025, filed 14 May 2025.