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Evelyn Partners Investment Management’s Brown & Brown BRO Stock Holding History

Evelyn Partners Investment 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
-57
Closed -$6.32K – 412
2025
Q2 		$6.32K Buy
+57
New +$6.41K ﹤0.01% 370

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State Street
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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 $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evelyn Partners Investment Management's BRO Position: Q3 2025 in Review

Evelyn Partners Investment Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 57 shares — an estimated $6.32K sold.

Evelyn Partners Investment Management first reported a position in BRO in Q2 2025 and held it in 1 quarter. The position peaked at $6.32K in Q2 2025. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Evelyn Partners Investment Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 57 Brown & Brown shares in Q3 2025, an estimated $6.32K.
  • Evelyn Partners Investment Management first reported a position in Brown & Brown in Q2 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's Brown & Brown position peaked at $6.32K in Q2 2025.
  • 895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.