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Graypoint LLC’s Brown & Brown BRO Stock Holding History

Graypoint LLC’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 		$371K Buy
3,348
+140
+4% +$15.7K 0.02% 385
2025
Q1 		$399K Buy
3,208
+103
+3% +$11.5K 0.02% 347
2024
Q4 		$317K Buy
3,105
+23
+0.7% +$2.46K 0.02% 392
2024
Q3 		$319K Buy
3,082
+73
+2% +$7.26K 0.02% 386
2024
Q2 		$269K Buy
3,009
+210
+8% +$18.2K 0.02% 401
2024
Q1 		$245K Buy
+2,799
New +$225K 0.02% 407
2023
Q4 		– Sell
-2,976
Closed -$208K – 434
2023
Q3 		$208K Buy
+2,976
New +$212K 0.02% 393
2022
Q1 		– Sell
-3,000
Closed -$211K – 323
2021
Q4 		$211K Buy
+3,000
New +$194K 0.02% 285

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graypoint LLC's BRO Position: Q2 2025 in Review

Graypoint LLC increased its Brown & Brown (BRO) stake by 4.4% in Q2 2025, buying an estimated $15.7K and bringing the position to 3,348 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #385.

Graypoint LLC first reported a position in BRO in Q4 2021 and has held it in 8 quarters since. The position peaked at $399K in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Graypoint LLC held 3,348 shares of Brown & Brown worth $371K as of Q2 2025.
  • Graypoint LLC bought 140 Brown & Brown shares in Q2 2025, an estimated $15.7K.
  • Brown & Brown made up 0.02% of Graypoint LLC's portfolio in Q2 2025, its #385 holding.
  • Graypoint LLC first reported a position in Brown & Brown in Q4 2021 and has held it in 8 quarters since.
  • Graypoint LLC's Brown & Brown position peaked at $399K in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.