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Madison Investment Advisors’s Brown & Brown BRO Stock Holding History

Madison Investment 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
2024
Q4 		$198M Buy
+1,941,098
New +$207M 2.23% 7

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Madison Investment Advisors's BRO Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Brown & Brown (BRO) in Q4 2024: 1,941,098 shares worth $198M. The stake represents 2.23% of the portfolio and ranks #7 among its holdings.

874 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Madison Investment Advisors held 1,941,098 shares of Brown & Brown worth $198M as of Q4 2024.
  • Brown & Brown was a new Madison Investment Advisors position in Q4 2024.
  • Brown & Brown made up 2.23% of Madison Investment Advisors's portfolio in Q4 2024, its #7 holding.
  • 874 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.