EDRH
BRO icon

Edmond de Rothschild Holding’s Brown & Brown BRO Stock Holding History

Edmond de Rothschild Holding’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
2026
Q1 		– Sell
-369
Closed -$29.4K – 551
2025
Q4 		$29.4K Sell
369
-1,849
-83% -$154K ﹤0.01% 492
2025
Q3 		$208K Buy
2,218
+369
+20% +$36K ﹤0.01% 388
2025
Q2 		$205K Hold
1,849
– – ﹤0.01% 377
2025
Q1 		$230K Sell
1,849
-1,821
-50% -$203K ﹤0.01% 378
2024
Q4 		$374K Sell
3,670
-1,070
-23% -$114K 0.01% 355
2024
Q3 		$491K Hold
4,740
– – 0.01% 338
2024
Q2 		$424K Hold
4,740
– – 0.01% 359
2024
Q1 		$415K Hold
4,740
– – 0.01% 378
2023
Q4 		$337K Buy
+4,740
New +$339K 0.01% 390

Other funds holding BRO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $18.8B AUM 17.33% 1-Year Est. Return