GoalVest Advisory’s Brown & Brown BRO Stock Holding History

GoalVest Advisory’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	-3	Closed	-$373	–	376
2025 Q1	$373	Buy	+3	New	+$335	﹤0.01%	390

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

GoalVest Advisory's BRO Position: Q2 2025 in Review

GoalVest Advisory sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 3 shares — an estimated $373 sold.

GoalVest Advisory first reported a position in BRO in Q1 2025 and held it in 1 quarter. The position peaked at $373 in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

GoalVest Advisory reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Brown & Brown shares in Q2 2025, an estimated $373.
GoalVest Advisory first reported a position in Brown & Brown in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Brown & Brown position peaked at $373 in Q1 2025.
928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.