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iA Global Asset Management’s Brown & Brown BRO Stock Holding History

iA Global Asset 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
Q1 		– Sell
-1,159
Closed -$118K – 433
2024
Q4 		$118K Sell
1,159
-2,108
-65% -$225K ﹤0.01% 401
2024
Q3 		$338K Buy
+3,267
New +$325K 0.01% 424
2024
Q2 		– Sell
-3,007
Closed -$263K – 477
2024
Q1 		$263K Sell
3,007
-747
-20% -$60.1K 0.01% 411
2023
Q4 		$267K Buy
3,754
+101
+3% +$7.22K 0.01% 416
2023
Q3 		$255K Buy
+3,653
New +$261K 0.01% 401

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

iA Global Asset Management's BRO Position: Q1 2025 in Review

iA Global Asset Management sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 1,159 shares — an estimated $118K sold.

iA Global Asset Management first reported a position in BRO in Q3 2023 and held it in 5 quarters. The position peaked at $338K in Q3 2024. 911 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • iA Global Asset Management reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • iA Global Asset Management sold 1,159 Brown & Brown shares in Q1 2025, an estimated $118K.
  • iA Global Asset Management first reported a position in Brown & Brown in Q3 2023 and held it in 5 quarters.
  • iA Global Asset Management's Brown & Brown position peaked at $338K in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on iA Global Asset Management's 13F filing for Q1 2025, filed 9 May 2025.