Jackson Creek Investment Advisors’s Brown & Brown BRO Stock Holding History

Jackson Creek Investment Advisors’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 Q2	–	Sell	-5,086	Closed	-$633K	–	319
2025 Q1	$633K	Sell	5,086 -534	-10%	-$59.7K	0.2%	213
2024 Q4	$573K	Buy	5,620 +399	+8%	+$42.6K	0.17%	214
2024 Q3	$541K	Sell	5,221 -950	-15%	-$94.5K	0.16%	216
2024 Q2	$552K	Sell	6,171 -1,579	-20%	-$137K	0.2%	217
2024 Q1	$678K	Sell	7,750 -147	-2%	-$11.8K	0.24%	212
2023 Q4	$562K	Sell	7,897 -37	-0.5%	-$2.65K	0.22%	227
2023 Q3	$554K	Sell	7,934 -219	-3%	-$15.6K	0.23%	217
2023 Q2	$561K	Buy	+8,153	New	+$519K	0.22%	221

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Jackson Creek Investment Advisors's BRO Position: Q2 2025 in Review

Jackson Creek Investment Advisors sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 5,086 shares — an estimated $633K sold.

Jackson Creek Investment Advisors first reported a position in BRO in Q2 2023 and held it in 8 quarters. The position peaked at $678K in Q1 2024. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Jackson Creek Investment Advisors reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 5,086 Brown & Brown shares in Q2 2025, an estimated $633K.
Jackson Creek Investment Advisors first reported a position in Brown & Brown in Q2 2023 and held it in 8 quarters.
Jackson Creek Investment Advisors's Brown & Brown position peaked at $678K in Q1 2024.
929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.