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InceptionR’s Brown & Brown BRO Stock Holding History

InceptionR’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
-15,833
Closed -$1.76M – 693
2025
Q2 		$1.76M Buy
15,833
+1,131
+8% +$127K 0.41% 37
2025
Q1 		$1.83M Sell
14,702
-2,860
-16% -$320K 0.55% 6
2024
Q4 		$1.79M Buy
17,562
+4,929
+39% +$526K 0.4% 39
2024
Q3 		$1.31M Buy
+12,633
New +$1.26M 0.32% 78
2024
Q2 		– Sell
-15,493
Closed -$1.36M – 602
2024
Q1 		$1.36M Buy
15,493
+9,050
+140% +$728K 0.35% 69
2023
Q4 		$458K Buy
+6,443
New +$461K 0.33% 124
2023
Q3 		– Sell
-6,082
Closed -$419K – 410
2023
Q2 		$419K Buy
+6,082
New +$387K 0.22% 188

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

InceptionR's BRO Position: Q3 2025 in Review

InceptionR sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 15,833 shares — an estimated $1.76M sold.

InceptionR first reported a position in BRO in Q2 2023 and held it in 7 quarters. The position peaked at $1.83M in Q1 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • InceptionR reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 15,833 Brown & Brown shares in Q3 2025, an estimated $1.76M.
  • InceptionR first reported a position in Brown & Brown in Q2 2023 and held it in 7 quarters.
  • InceptionR's Brown & Brown position peaked at $1.83M in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.