Iron Horse Wealth Management’s Brown & Brown BRO Stock Holding History

Iron Horse Wealth 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	-35	Closed	-$3.57K	–	607
2024 Q4	$3.57K	Hold	35	–	–	﹤0.01%	337
2024 Q3	$3.63K	Hold	35	–	–	﹤0.01%	326
2024 Q2	$3.13K	Hold	35	–	–	﹤0.01%	315
2024 Q1	$3.06K	Hold	35	–	–	﹤0.01%	301
2023 Q4	$2.49K	Hold	35	–	–	﹤0.01%	337
2023 Q3	$2.44K	Hold	35	–	–	﹤0.01%	336
2023 Q2	$2.41K	Hold	35	–	–	﹤0.01%	213
2023 Q1	$2.01K	Buy	+35	New	+$2.01K	﹤0.01%	257

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Horse Wealth Management's BRO Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 35 shares — an estimated $3.57K sold.

Iron Horse Wealth Management first reported a position in BRO in Q1 2023 and held it in 8 quarters. The position peaked at $3.63K in Q3 2024. 907 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

Iron Horse Wealth Management reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 35 Brown & Brown shares in Q1 2025, an estimated $3.57K.
Iron Horse Wealth Management first reported a position in Brown & Brown in Q1 2023 and held it in 8 quarters.
Iron Horse Wealth Management's Brown & Brown position peaked at $3.63K in Q3 2024.
907 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.