JF
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JSF Financial’s Brown & Brown BRO Stock Holding History

JSF 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
2025
Q3 		– Sell
-10,940
Closed -$1.21M – 129
2025
Q2 		$1.21M Buy
10,940
+545
+5% +$61.2K 0.29% 53
2025
Q1 		$1.29M Sell
10,395
-131
-1% -$14.6K 0.34% 41
2024
Q4 		$1.07M Buy
10,526
+398
+4% +$42.5K 0.29% 49
2024
Q3 		$1.05M Buy
10,128
+669
+7% +$66.5K 0.31% 47
2024
Q2 		$846K Buy
9,459
+517
+6% +$44.9K 0.26% 52
2024
Q1 		$783K Sell
8,942
-600
-6% -$48.2K 0.25% 51
2023
Q4 		$679K Buy
9,542
+7
+0.1% +$500 0.24% 50
2023
Q3 		$666K Sell
9,535
-125
-1% -$8.91K 0.26% 52
2023
Q2 		$665K Buy
+9,660
New +$614K 0.24% 55
2022
Q2 		– Sell
-7,881
Closed -$570K – 103
2022
Q1 		$570K Buy
7,881
+1,575
+25% +$106K 0.24% 53
2021
Q4 		$443K Buy
6,306
+591
+10% +$38.1K 0.22% 56
2021
Q3 		$317K Buy
+5,715
New +$319K 0.16% 78

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

JSF Financial's BRO Position: Q3 2025 in Review

JSF Financial sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 10,940 shares — an estimated $1.21M sold.

JSF Financial first reported a position in BRO in Q3 2021 and held it in 12 quarters. The position peaked at $1.29M in Q1 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • JSF Financial reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • JSF Financial sold 10,940 Brown & Brown shares in Q3 2025, an estimated $1.21M.
  • JSF Financial first reported a position in Brown & Brown in Q3 2021 and held it in 12 quarters.
  • JSF Financial's Brown & Brown position peaked at $1.29M in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on JSF Financial's 13F filing for Q3 2025, filed 3 Nov 2025.