Erste Asset Management’s Brown & Brown BRO Stock Holding History

Erste Asset 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	-18,536	Closed	-$1.81M	–	642
2025 Q2	$2.03M	Buy	+18,536	New	+$2.08M	0.02%	395
2022 Q4	–	Sell	-8,900	Closed	-$520K	–	570
2022 Q3	$542K	Hold	8,900	–	–	0.01%	414
2022 Q2	$516K	Hold	8,900	–	–	0.01%	427
2022 Q1	$647K	Hold	8,900	–	–	0.01%	414
2021 Q4	$621K	Hold	8,900	–	–	0.01%	409
2021 Q3	$500K	Hold	8,900	–	–	0.01%	408
2021 Q2	$476K	Hold	8,900	–	–	0.01%	420
2021 Q1	$409K	Hold	8,900	–	–	0.01%	398
2020 Q4	$410K	Buy	+8,900	New	+$410K	0.01%	405

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

Erste Asset Management's BRO Position: Q3 2025 in Review

Erste Asset Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 18,536 shares — an estimated $1.81M sold.

Erste Asset Management first reported a position in BRO in Q4 2020 and held it in 9 quarters. The position peaked at $2.03M in Q2 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Erste Asset Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Erste Asset Management sold 18,536 Brown & Brown shares in Q3 2025, an estimated $1.81M.
Erste Asset Management first reported a position in Brown & Brown in Q4 2020 and held it in 9 quarters.
Erste Asset Management's Brown & Brown position peaked at $2.03M in Q2 2025.
896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Erste Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.