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Lindbrook Capital’s Brown & Brown BRO Stock Holding History

Lindbrook Capital’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 		$43K Sell
346
-3
-0.9% -$335 ﹤0.01% 1068
2024
Q4 		$35.6K Buy
349
+21
+6% +$2.24K ﹤0.01% 961
2024
Q3 		$34K Buy
328
+79
+32% +$7.86K ﹤0.01% 1006
2024
Q2 		$22.3K Buy
249
+28
+13% +$2.43K ﹤0.01% 1186
2024
Q1 		$19.3K Sell
221
-25
-10% -$2.01K ﹤0.01% 1228
2023
Q4 		$17.5K Buy
246
+133
+118% +$9.51K ﹤0.01% 1253
2023
Q3 		$7.89K Buy
113
+11
+11% +$785 ﹤0.01% 1532
2023
Q2 		$7.02K Buy
102
+7
+7% +$445 ﹤0.01% 1649
2023
Q1 		$5.46K Buy
95
+31
+48% +$1.78K ﹤0.01% 1818
2022
Q4 		$3.65K Sell
64
-114
-64% -$6.67K ﹤0.01% 1967
2022
Q3 		$11K Buy
178
+136
+324% +$8.56K ﹤0.01% 1268
2022
Q2 		$2K Buy
42
+8
+24% +$491 ﹤0.01% 1915
2022
Q1 		$2K Hold
34
– – ﹤0.01% 1944
2021
Q4 		$2K Hold
34
– – ﹤0.01% 1747
2021
Q3 		$2K Hold
34
– – ﹤0.01% 1504
2021
Q2 		$2K Hold
34
– – ﹤0.01% 1561
2021
Q1 		$2K Hold
34
– – ﹤0.01% 1524
2020
Q4 		$2K Hold
34
– – ﹤0.01% 1428
2020
Q3 		$2K Hold
34
– – ﹤0.01% 1366
2020
Q2 		$1K Sell
34
-62
-65% -$2.39K ﹤0.01% 1519
2020
Q1 		$3K Hold
96
– – ﹤0.01% 1160
2019
Q4 		$4K Buy
96
+62
+182% +$2.33K ﹤0.01% 1135
2019
Q3 		$1K Hold
34
– – ﹤0.01% 1339
2019
Q2 		$1K Hold
34
– – ﹤0.01% 1306
2019
Q1 		$1K Hold
34
– – ﹤0.01% 1284
2018
Q4 		$0 Buy
+34
New +$961 ﹤0.01% 1359

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 $3.37T AUM 44.26% 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 $37.4B AUM 35.42% 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

Lindbrook Capital's BRO Position: Q1 2025 in Review

Lindbrook Capital reduced its Brown & Brown (BRO) stake by 0.86% in Q1 2025, selling an estimated $335 and leaving 346 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Lindbrook Capital first reported a position in BRO in Q4 2018 and has held it in 26 quarters since. 908 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Lindbrook Capital held 346 shares of Brown & Brown worth $43K as of Q1 2025.
  • Lindbrook Capital sold 3 Brown & Brown shares in Q1 2025, an estimated $335.
  • Brown & Brown made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1068 holding.
  • Lindbrook Capital first reported a position in Brown & Brown in Q4 2018 and has held it in 26 quarters since.
  • 908 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.