LFA
BRO icon

LGT Financial Advisors’s Brown & Brown BRO Stock Holding History

LGT Financial Advisors’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
-188
Closed -$19.2K – 357
2024
Q4 		$19.2K Hold
188
– – 0.04% 317
2024
Q3 		$19.5K Hold
188
– – 0.05% 288
2024
Q2 		$16.8K Hold
188
– – 0.04% 350
2024
Q1 		$16.5K Hold
188
– – 0.02% 399
2023
Q4 		$13.4K Hold
188
– – 0.02% 433
2023
Q3 		$13.1K Buy
+188
New +$13.4K 0.02% 428

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LGT Financial Advisors's BRO Position: Q1 2025 in Review

LGT Financial Advisors sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 188 shares — an estimated $19.2K sold.

LGT Financial Advisors first reported a position in BRO in Q3 2023 and held it in 6 quarters. The position peaked at $19.5K in Q3 2024. 911 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • LGT Financial Advisors reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 188 Brown & Brown shares in Q1 2025, an estimated $19.2K.
  • LGT Financial Advisors first reported a position in Brown & Brown in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Brown & Brown position peaked at $19.5K in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.