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Kapitalo Investimentos’s Brown & Brown BRO Stock Holding History

Kapitalo Investimentos’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
-1,953
Closed -$199K – 113
2024
Q4 		$199K Buy
+1,953
New +$209K 0.13% 91
2024
Q1 		– Sell
-2,106
Closed -$150K – 304
2023
Q4 		$150K Sell
2,106
-463
-18% -$33.1K 0.03% 331
2023
Q3 		$179K Sell
2,569
-3,388
-57% -$242K 0.02% 311
2023
Q2 		$410K Buy
+5,957
New +$379K 0.08% 132

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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 $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kapitalo Investimentos's BRO Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 1,953 shares — an estimated $199K sold.

Kapitalo Investimentos first reported a position in BRO in Q2 2023 and held it in 4 quarters. The position peaked at $410K in Q2 2023. 908 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,953 Brown & Brown shares in Q1 2025, an estimated $199K.
  • Kapitalo Investimentos first reported a position in Brown & Brown in Q2 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Brown & Brown position peaked at $410K in Q2 2023.
  • 908 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.