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Fairman Group’s Brown & Brown BRO Stock Holding History

Fairman Group’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
Q1 		– Sell
-14
Closed -$1.43K – 274
2024
Q4 		$1.43K Sell
14
-15
-52% -$1.6K ﹤0.01% 244
2024
Q3 		$3K Hold
29
– – ﹤0.01% 238
2024
Q2 		$2.59K Hold
29
– – ﹤0.01% 244
2024
Q1 		$2.54K Hold
29
– – ﹤0.01% 241
2023
Q4 		$2.06K Buy
+29
New +$2.07K ﹤0.01% 256

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fairman Group's BRO Position: Q1 2025 in Review

Fairman Group sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 14 shares — an estimated $1.43K sold.

Fairman Group first reported a position in BRO in Q4 2023 and held it in 5 quarters. The position peaked at $3K in Q3 2024. 911 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Fairman Group reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • Fairman Group sold 14 Brown & Brown shares in Q1 2025, an estimated $1.43K.
  • Fairman Group first reported a position in Brown & Brown in Q4 2023 and held it in 5 quarters.
  • Fairman Group's Brown & Brown position peaked at $3K in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Fairman Group's 13F filing for Q1 2025, filed 7 May 2025.