Hantz Financial Services’s Brown & Brown BRO Stock Holding History

Hantz Financial Services’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
2026 Q1	$298K	Sell	4,563 -61,708	-93%	-$4.45M	﹤0.01%	850
2025 Q4	$5.28M	Sell	66,271 -12,540	-16%	-$1.05M	0.08%	187
2025 Q3	$7.39M	Sell	78,811 -12,585	-14%	-$1.23M	0.11%	161
2025 Q2	$10.1M	Sell	91,396 -12,559	-12%	-$1.41M	0.16%	116
2025 Q1	$12.9M	Sell	103,955 -3,425	-3%	-$383K	0.23%	84
2024 Q4	$11M	Buy	107,380 +154	+0.1%	+$16.4K	0.19%	112
2024 Q3	$11.1M	Sell	107,226 -631	-0.6%	-$62.8K	0.2%	110
2024 Q2	$9.64M	Buy	107,857 +575	+0.5%	+$49.9K	0.19%	134
2024 Q1	$9.39M	Sell	107,282 -5,180	-5%	-$416K	0.18%	145
2023 Q4	$8M	Buy	+112,462	New	+$8.04M	0.17%	169
2022 Q1	–	Sell	-61	Closed	-$4K	–	1034
2021 Q4	$4K	Buy	+61	New	+$3.94K	﹤0.01%	774

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Principal Financial Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return