Fayez Sarofim & Co
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Fayez Sarofim & Co’s Brown & Brown BRO Stock Holding History

Fayez Sarofim & Co’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
-4,998
Closed -$554K – 308
2025
Q2 		$554K Buy
4,998
+208
+4% +$23.4K ﹤0.01% 226
2025
Q1 		$596K Buy
+4,790
New +$535K ﹤0.01% 217
2022
Q1 		– Sell
-3,007
Closed -$211K – 321
2021
Q4 		$211K Buy
+3,007
New +$194K ﹤0.01% 327

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fayez Sarofim & Co's BRO Position: Q3 2025 in Review

Fayez Sarofim & Co sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 4,998 shares — an estimated $554K sold.

Fayez Sarofim & Co first reported a position in BRO in Q4 2021 and held it in 3 quarters. The position peaked at $596K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Fayez Sarofim & Co reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Fayez Sarofim & Co sold 4,998 Brown & Brown shares in Q3 2025, an estimated $554K.
  • Fayez Sarofim & Co first reported a position in Brown & Brown in Q4 2021 and held it in 3 quarters.
  • Fayez Sarofim & Co's Brown & Brown position peaked at $596K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Fayez Sarofim & Co's 13F filing for Q3 2025, filed 14 Nov 2025.