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BRO icon

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 $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
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 $18.8B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return