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Heirloom Wealth Management’s Brown & Brown BRO Stock Holding History

Heirloom Wealth 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
Q2 		– Sell
-54,348
Closed -$6.76M – 44
2025
Q1 		$6.76M Buy
54,348
+2,124
+4% +$237K 1.94% 19
2024
Q4 		$5.33M Buy
52,224
+4,214
+9% +$450K 1.6% 19
2024
Q3 		$4.97M Buy
48,010
+2,438
+5% +$242K 1.55% 21
2024
Q2 		$4.07M Buy
+45,572
New +$3.96M 1.32% 21

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

Heirloom Wealth Management's BRO Position: Q2 2025 in Review

Heirloom Wealth Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 54,348 shares — an estimated $6.76M sold.

Heirloom Wealth Management first reported a position in BRO in Q2 2024 and held it in 4 quarters. The position peaked at $6.76M in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Heirloom Wealth Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Heirloom Wealth Management sold 54,348 Brown & Brown shares in Q2 2025, an estimated $6.76M.
  • Heirloom Wealth Management first reported a position in Brown & Brown in Q2 2024 and held it in 4 quarters.
  • Heirloom Wealth Management's Brown & Brown position peaked at $6.76M in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Heirloom Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.