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Financial Advocates Investment Management’s Brown & Brown BRO Stock Holding History

Financial Advocates 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
Q2 		– Sell
-4,655
Closed -$579K – 646
2025
Q1 		$579K Buy
4,655
+136
+3% +$15.2K 0.04% 396
2024
Q4 		$461K Sell
4,519
-308
-6% -$32.9K 0.03% 473
2024
Q3 		$500K Buy
4,827
+285
+6% +$28.3K 0.03% 454
2024
Q2 		$406K Buy
+4,542
New +$394K 0.03% 489

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's BRO Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 4,655 shares — an estimated $579K sold.

Financial Advocates Investment Management first reported a position in BRO in Q2 2024 and held it in 4 quarters. The position peaked at $579K in Q1 2025. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,655 Brown & Brown shares in Q2 2025, an estimated $579K.
  • Financial Advocates Investment Management first reported a position in Brown & Brown in Q2 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's Brown & Brown position peaked at $579K in Q1 2025.
  • 929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.