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GeoWealth Management’s Brown & Brown BRO Stock Holding History

GeoWealth 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
Q3 		– Sell
-1,689
Closed -$187K – 821
2025
Q2 		$187K Buy
1,689
+483
+40% +$54.3K 0.01% 677
2025
Q1 		$150K Sell
1,206
-897
-43% -$100K 0.01% 721
2024
Q4 		$215K Buy
2,103
+11
+0.5% +$1.18K 0.01% 740
2024
Q3 		$217K Sell
2,092
-71
-3% -$7.06K 0.01% 693
2024
Q2 		$193K Buy
2,163
+440
+26% +$38.2K 0.01% 701
2024
Q1 		$151K Buy
1,723
+919
+114% +$73.9K 0.01% 733
2023
Q4 		$57K Buy
804
+195
+32% +$13.9K ﹤0.01% 623
2023
Q3 		$43K Sell
609
-8,519
-93% -$608K ﹤0.01% 401
2023
Q2 		$628K Buy
+9,128
New +$581K 0.07% 153

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GeoWealth Management's BRO Position: Q3 2025 in Review

GeoWealth Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 1,689 shares — an estimated $187K sold.

GeoWealth Management first reported a position in BRO in Q2 2023 and held it in 9 quarters. The position peaked at $628K in Q2 2023. 897 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • GeoWealth Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,689 Brown & Brown shares in Q3 2025, an estimated $187K.
  • GeoWealth Management first reported a position in Brown & Brown in Q2 2023 and held it in 9 quarters.
  • GeoWealth Management's Brown & Brown position peaked at $628K in Q2 2023.
  • 897 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.