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Laird Norton Wetherby Wealth Management’s Brown & Brown BRO Stock Holding History

Laird Norton Wetherby 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 		$393K Buy
4,190
+183
+5% +$17.8K 0.02% 661
2025
Q2 		$444K Buy
+4,007
New +$450K 0.02% 608
2024
Q4 		$526K Buy
5,153
+723
+16% +$77.2K 0.03% 510
2024
Q3 		$459K Sell
4,430
-64
-1% -$6.37K 0.02% 588
2024
Q2 		$402K Sell
4,494
-19
-0.4% -$1.65K 0.02% 607
2024
Q1 		$395K Sell
4,513
-222
-5% -$17.8K 0.02% 639
2023
Q4 		$337K Buy
4,735
+81
+2% +$5.79K 0.02% 682
2023
Q3 		$325K Sell
4,654
-413
-8% -$29.5K 0.02% 668
2023
Q2 		$349K Buy
5,067
+78
+2% +$4.96K 0.02% 661
2023
Q1 		$286K Sell
4,989
-538
-10% -$30.9K 0.02% 725
2022
Q4 		$315K Buy
5,527
+132
+2% +$7.72K 0.02% 666
2022
Q3 		$326K Sell
5,395
-231
-4% -$14.5K 0.02% 630
2022
Q2 		$328K Buy
5,626
+437
+8% +$26.8K 0.02% 646
2022
Q1 		$375K Sell
5,189
-55
-1% -$3.69K 0.02% 617
2021
Q4 		$369K Sell
5,244
-132
-2% -$8.52K 0.02% 641
2021
Q3 		$298K Buy
5,376
+55
+1% +$3.06K 0.02% 712
2021
Q2 		$283K Buy
+5,321
New +$274K 0.02% 735

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

Laird Norton Wetherby Wealth Management's BRO Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Brown & Brown (BRO) stake by 4.6% in Q3 2025, buying an estimated $17.8K and bringing the position to 4,190 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #661.

Laird Norton Wetherby Wealth Management first reported a position in BRO in Q2 2021 and has held it in 17 quarters since. The position peaked at $526K in Q4 2024. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,190 shares of Brown & Brown worth $393K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 183 Brown & Brown shares in Q3 2025, an estimated $17.8K.
  • Brown & Brown made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #661 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Brown & Brown in Q2 2021 and has held it in 17 quarters since.
  • Laird Norton Wetherby Wealth Management's Brown & Brown position peaked at $526K in Q4 2024.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.