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Longboard Asset Management’s Brown & Brown BRO Stock Holding History

Longboard Asset 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
Q2 		– Sell
-2,434
Closed -$303K – 176
2025
Q1 		$303K Hold
2,434
– – 0.89% 3
2024
Q4 		$248K Buy
+2,434
New +$260K 0.66% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longboard Asset Management's BRO Position: Q2 2025 in Review

Longboard Asset Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 2,434 shares — an estimated $303K sold.

Longboard Asset Management first reported a position in BRO in Q4 2024 and held it in 2 quarters. The position peaked at $303K in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Longboard Asset Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Longboard Asset Management sold 2,434 Brown & Brown shares in Q2 2025, an estimated $303K.
  • Longboard Asset Management first reported a position in Brown & Brown in Q4 2024 and held it in 2 quarters.
  • Longboard Asset Management's Brown & Brown position peaked at $303K in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Longboard Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.