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Hutchens & Kramer Investment Management Group’s Brown & Brown BRO Stock Holding History

Hutchens & Kramer Investment Management Group’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
-1,862
Closed -$232K – 162
2025
Q1 		$232K Buy
+1,862
New +$208K 0.13% 136
2024
Q4 		– Sell
-1,954
Closed -$205K – 162
2024
Q3 		$205K Buy
+1,954
New +$194K 0.11% 152

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

Hutchens & Kramer Investment Management Group's BRO Position: Q2 2025 in Review

Hutchens & Kramer Investment Management Group sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 1,862 shares — an estimated $232K sold.

Hutchens & Kramer Investment Management Group first reported a position in BRO in Q3 2024 and held it in 2 quarters. The position peaked at $232K in Q1 2025. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Hutchens & Kramer Investment Management Group reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 1,862 Brown & Brown shares in Q2 2025, an estimated $232K.
  • Hutchens & Kramer Investment Management Group first reported a position in Brown & Brown in Q3 2024 and held it in 2 quarters.
  • Hutchens & Kramer Investment Management Group's Brown & Brown position peaked at $232K in Q1 2025.
  • 929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.