Dorsey Wright & Associates’s Brown & Brown BRO Stock Holding History

Dorsey Wright & Associates’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	-39,113	Closed	-$4.34M	–	141
2025 Q2	$4.34M	Buy	39,113 +1,807	+5%	+$203K	1.03%	34
2025 Q1	$4.64M	Buy	37,306 +3,171	+9%	+$354K	1.18%	25
2024 Q4	$3.48M	Buy	34,135 +1,259	+4%	+$134K	0.83%	47
2024 Q3	$3.41M	Buy	+32,876	New	+$3.27M	0.81%	49
2022 Q2	$2.75M	Sell	47,215 -30,372	-39%	-$1.86M	0.81%	60
2022 Q1	$5.61M	Buy	+77,587	New	+$5.2M	1.3%	14
2020 Q4	–	Sell	-31,757	Closed	-$1.44M	–	319
2020 Q3	$1.44M	Sell	31,757 -1,363	-4%	-$60.8K	0.26%	103
2020 Q2	$1.35M	Sell	33,120 -2,818	-8%	-$109K	0.28%	98
2020 Q1	$1.3M	Buy	+35,938	New	+$1.52M	0.49%	89

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dorsey Wright & Associates's BRO Position: Q3 2025 in Review

Dorsey Wright & Associates sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 39,113 shares — an estimated $4.34M sold.

Dorsey Wright & Associates first reported a position in BRO in Q1 2020 and held it in 9 quarters. The position peaked at $5.61M in Q1 2022. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Dorsey Wright & Associates reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Dorsey Wright & Associates sold 39,113 Brown & Brown shares in Q3 2025, an estimated $4.34M.
Dorsey Wright & Associates first reported a position in Brown & Brown in Q1 2020 and held it in 9 quarters.
Dorsey Wright & Associates's Brown & Brown position peaked at $5.61M in Q1 2022.
896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Dorsey Wright & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.