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Ewing Morris & Co Investment Partners’s Brown & Brown BRO Stock Holding History

Ewing Morris & Co Investment Partners’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
Q2 		– Sell
-8,932
Closed -$1.6M – 97
2025
Q1 		$1.6M Buy
+8,932
New +$998K 0.5% 52

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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
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 $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ewing Morris & Co Investment Partners's BRO Position: Q2 2025 in Review

Ewing Morris & Co Investment Partners sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 8,932 shares — an estimated $1.6M sold.

Ewing Morris & Co Investment Partners first reported a position in BRO in Q1 2025 and held it in 1 quarter. The position peaked at $1.6M in Q1 2025. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Ewing Morris & Co Investment Partners reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 8,932 Brown & Brown shares in Q2 2025, an estimated $1.6M.
  • Ewing Morris & Co Investment Partners first reported a position in Brown & Brown in Q1 2025 and held it in 1 quarter.
  • Ewing Morris & Co Investment Partners's Brown & Brown position peaked at $1.6M in Q1 2025.
  • 929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2025, filed 15 Aug 2025.