HWA
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HHM Wealth Advisors’s Brown & Brown BRO Stock Holding History

HHM Wealth Advisors’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
Q4 		– Sell
-100
Closed -$9.38K – 853
2025
Q3 		$9.38K Hold
100
– – ﹤0.01% 648
2025
Q2 		$11.1K Hold
100
– – ﹤0.01% 594
2025
Q1 		$12.4K Sell
100
-4
-4% -$447 ﹤0.01% 569
2024
Q4 		$10.6K Buy
104
+4
+4% +$427 ﹤0.01% 584
2024
Q3 		$10.4K Hold
100
– – ﹤0.01% 554
2024
Q2 		$8.94K Hold
100
– – ﹤0.01% 560
2024
Q1 		$8.75K Hold
100
– – ﹤0.01% 543
2023
Q4 		$7.11K Hold
100
– – ﹤0.01% 576
2023
Q3 		$6.98K Hold
100
– – ﹤0.01% 575
2023
Q2 		$6.88K Buy
+100
New +$6.36K ﹤0.01% 608

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return