Harvest Fund Management’s Brown & Brown BRO Stock Holding History

Harvest Fund 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	-2,973	Closed	-$330K	–	636
2025 Q2	$330K	Sell	2,973 -6,022	-67%	-$677K	0.02%	286
2025 Q1	$1.12M	Buy	8,995 +3,357	+60%	+$375K	0.06%	181
2024 Q4	$575K	Buy	5,638 +1,124	+25%	+$120K	0.03%	308
2024 Q3	$468K	Sell	4,514 -8	-0.2%	-$796	0.03%	248
2024 Q2	$404K	Buy	4,522 +1,682	+59%	+$146K	0.03%	255
2024 Q1	$248K	Buy	2,840 +2,729	+2,459%	+$219K	0.02%	295
2023 Q4	$8K	Hold	111	–	–	﹤0.01%	546
2023 Q3	$8K	Hold	111	–	–	﹤0.01%	537
2023 Q2	$8K	Buy	+111	New	+$7.06K	﹤0.01%	571
2021 Q1	–	Sell	-547	Closed	-$25K	–	806
2020 Q4	$25K	Hold	547	–	–	﹤0.01%	457
2020 Q3	$25K	Hold	547	–	–	﹤0.01%	467
2020 Q2	$22K	Sell	547 -1,599	-75%	-$61.7K	﹤0.01%	418
2020 Q1	$77K	Buy	2,146 +1,068	+99%	+$45.1K	0.01%	244
2019 Q4	$44K	Hold	1,078	–	–	﹤0.01%	292
2019 Q3	$39K	Buy	+1,078	New	+$38.6K	0.01%	297

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harvest Fund Management's BRO Position: Q3 2025 in Review

Harvest Fund Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,973 shares — an estimated $330K sold.

Harvest Fund Management first reported a position in BRO in Q3 2019 and held it in 15 quarters. The position peaked at $1.12M in Q1 2025. 897 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Harvest Fund Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Harvest Fund Management sold 2,973 Brown & Brown shares in Q3 2025, an estimated $330K.
Harvest Fund Management first reported a position in Brown & Brown in Q3 2019 and held it in 15 quarters.
Harvest Fund Management's Brown & Brown position peaked at $1.12M in Q1 2025.
897 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Harvest Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.