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Harvest Investment Services’s Brown & Brown BRO Stock Holding History

Harvest Investment 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
2025
Q3 		– Sell
-13,441
Closed -$1.49M – 328
2025
Q2 		$1.49M Buy
+13,441
New +$1.51M 0.33% 83
2022
Q1 		– Sell
-7,057
Closed -$495K – 190
2021
Q4 		$495K Sell
7,057
-10,381
-60% -$670K 0.21% 141
2021
Q3 		$966K Buy
17,438
+1,306
+8% +$72.8K 0.39% 79
2021
Q2 		$857K Sell
16,132
-4,229
-21% -$217K 0.36% 80
2021
Q1 		$930K Buy
20,361
+2,149
+12% +$98.6K 0.42% 67
2020
Q4 		$863K Buy
+18,212
New +$838K 0.44% 60

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harvest Investment Services's BRO Position: Q3 2025 in Review

Harvest Investment Services sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 13,441 shares — an estimated $1.49M sold.

Harvest Investment Services first reported a position in BRO in Q4 2020 and held it in 6 quarters. The position peaked at $1.49M in Q2 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Harvest Investment Services reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Harvest Investment Services sold 13,441 Brown & Brown shares in Q3 2025, an estimated $1.49M.
  • Harvest Investment Services first reported a position in Brown & Brown in Q4 2020 and held it in 6 quarters.
  • Harvest Investment Services's Brown & Brown position peaked at $1.49M in Q2 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.