Fermata Advisors’s Brown & Brown BRO Stock Holding History

Fermata Advisors’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	-3,620	Closed	-$369K	–	288
2024 Q4	$369K	Buy	+3,620	New	+$387K	0.07%	177

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fermata Advisors's BRO Position: Q1 2025 in Review

Fermata Advisors sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 3,620 shares — an estimated $369K sold.

Fermata Advisors first reported a position in BRO in Q4 2024 and held it in 1 quarter. The position peaked at $369K in Q4 2024. 907 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

Fermata Advisors reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
Fermata Advisors sold 3,620 Brown & Brown shares in Q1 2025, an estimated $369K.
Fermata Advisors first reported a position in Brown & Brown in Q4 2024 and held it in 1 quarter.
Fermata Advisors's Brown & Brown position peaked at $369K in Q4 2024.
907 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Fermata Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.