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Migdal Insurance & Financial Holdings’s Brown & Brown BRO Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-446
Closed -$49K – 334
2025
Q2 		$49K Buy
+446
New +$50.1K ﹤0.01% 258
2024
Q3 		– Sell
-85
Closed -$8K – 436
2024
Q2 		$8K Buy
+85
New +$7.38K ﹤0.01% 421

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 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 $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BRO Position: Q3 2025 in Review

Migdal Insurance & Financial Holdings sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 446 shares — an estimated $49K sold.

Migdal Insurance & Financial Holdings first reported a position in BRO in Q2 2024 and held it in 2 quarters. The position peaked at $49K in Q2 2025. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 446 Brown & Brown shares in Q3 2025, an estimated $49K.
  • Migdal Insurance & Financial Holdings first reported a position in Brown & Brown in Q2 2024 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Brown & Brown position peaked at $49K in Q2 2025.
  • 895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.