Integrity Financial’s Brown & Brown BRO Stock Holding History

Integrity Financial’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
2026 Q1	$2.33M	Buy	35,778 +1	+0%	+$72	1.16%	18
2025 Q4	$2.85M	Buy	35,777 +1	+0%	+$83	1.44%	11
2025 Q3	$3.36M	Buy	35,776 +1	+0%	+$97	1.6%	11
2025 Q2	$3.97M	Buy	35,775 +1	+0%	+$112	2.02%	11
2025 Q1	$4.45M	Buy	35,774 +1	+0%	+$112	2.52%	8
2024 Q4	$3.65M	Buy	35,773 +1	+0%	+$107	2.1%	9
2024 Q3	$3.71M	Hold	35,772	–	–	2.18%	10
2024 Q2	$3.2M	Hold	35,772	–	–	2%	12
2024 Q1	$3.13M	Hold	35,772	–	–	2.15%	12
2023 Q4	$2.54M	Sell	35,772 -1,162	-3%	-$83.1K	1.84%	12
2023 Q3	$2.58M	Hold	36,934	–	–	1.95%	12
2023 Q2	$2.54M	Hold	36,934	–	–	1.91%	14
2023 Q1	$2.12M	Hold	36,934	–	–	1.74%	15
2022 Q4	$2.1M	Hold	36,934	–	–	2.01%	14
2022 Q3	$2.23M	Buy	36,934 +1,162	+3%	+$73.1K	2.35%	13
2022 Q2	$2.09M	Hold	35,772	–	–	1.99%	15
2022 Q1	$2.58M	Hold	35,772	–	–	2.13%	13
2021 Q4	$2.51M	Buy	+35,772	New	+$2.31M	1.87%	14

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return