Larson Financial Group’s Brown & Brown BRO Stock Holding History

Larson Financial Group’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
2026 Q1	$103K	Buy	1,581 +856	+118%	+$61.7K	﹤0.01%	980
2025 Q4	$57.8K	Sell	725 -102	-12%	-$8.51K	﹤0.01%	1166
2025 Q3	$77.5K	Sell	827 -526	-39%	-$51.3K	﹤0.01%	994
2025 Q2	$150K	Sell	1,353 -62	-4%	-$6.97K	0.01%	725
2025 Q1	$176K	Buy	1,415 +1,094	+341%	+$122K	0.01%	648
2024 Q4	$32.8K	Buy	321 +49	+18%	+$5.23K	﹤0.01%	1039
2024 Q3	$28.2K	Sell	272 -260	-49%	-$25.9K	﹤0.01%	1086
2024 Q2	$47.6K	Buy	532 +211	+66%	+$18.3K	﹤0.01%	824
2024 Q1	$28.1K	Sell	321 -22	-6%	-$1.77K	﹤0.01%	820
2023 Q4	$24.4K	Hold	343	–	–	﹤0.01%	800
2023 Q3	$24K	Sell	343 -4,481	-93%	-$320K	﹤0.01%	770
2023 Q2	$332K	Buy	4,824 +37	+0.8%	+$2.35K	0.03%	242
2023 Q1	$275K	Buy	4,787 +3	+0.1%	+$172	0.03%	276
2022 Q4	$273K	Buy	4,784 +32	+0.7%	+$1.87K	0.03%	258
2022 Q3	$287K	Buy	4,752 +4,559	+2,362%	+$287K	0.04%	230
2022 Q2	$11K	Buy	+193	New	+$11.8K	﹤0.01%	684

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 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 $18.8B AUM 17.33% 1-Year Est. Return