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Jackson Wealth Management’s Brown & Brown BRO Stock Holding History

Jackson 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
Q3 		– Sell
-30,113
Closed -$3.34M – 161
2025
Q2 		$3.34M Sell
30,113
-602
-2% -$67.6K 0.36% 58
2025
Q1 		$3.82M Sell
30,715
-520
-2% -$58.1K 0.46% 55
2024
Q4 		$3.19M Buy
31,235
+1,059
+4% +$113K 0.36% 62
2024
Q3 		$3.13M Buy
+30,176
New +$3M 0.37% 59

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

Jackson Wealth Management's BRO Position: Q3 2025 in Review

Jackson Wealth Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 30,113 shares — an estimated $3.34M sold.

Jackson Wealth Management first reported a position in BRO in Q3 2024 and held it in 4 quarters. The position peaked at $3.82M in Q1 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Jackson Wealth Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 30,113 Brown & Brown shares in Q3 2025, an estimated $3.34M.
  • Jackson Wealth Management first reported a position in Brown & Brown in Q3 2024 and held it in 4 quarters.
  • Jackson Wealth Management's Brown & Brown position peaked at $3.82M in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.