Moloney Securities Asset Management’s Brown & Brown BRO Stock Holding History

Moloney Securities 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 Q3	$215K	Hold	2,296	–	–	0.03%	430
2025 Q2	$255K	Hold	2,296	–	–	0.03%	398
2025 Q1	$286K	Hold	2,296	–	–	0.04%	359
2024 Q4	$234K	Sell	2,296 -100	-4%	-$10.7K	0.03%	389
2024 Q3	$248K	Hold	2,396	–	–	0.03%	398
2024 Q2	$214K	Hold	2,396	–	–	0.03%	412
2024 Q1	$210K	Buy	+2,396	New	+$193K	0.03%	407
2022 Q2	–	Sell	-16,357	Closed	-$1.18M	–	383
2022 Q1	$1.18M	Buy	16,357 +12,763	+355%	+$856K	0.23%	118
2021 Q4	$253K	Sell	3,594 -16,296	-82%	-$1.05M	0.04%	357
2021 Q3	$1.1M	Buy	19,890 +1,347	+7%	+$75.1K	0.2%	133
2021 Q2	$985K	Buy	18,543 +1,533	+9%	+$78.8K	0.18%	150
2021 Q1	$778K	Buy	17,010 +249	+1%	+$11.4K	0.15%	162
2020 Q4	$795K	Buy	+16,761	New	+$772K	0.18%	149

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moloney Securities Asset Management's BRO Position: Q3 2025 in Review

Moloney Securities Asset Management held its Brown & Brown (BRO) position steady in Q3 2025 at 2,296 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #430.

Moloney Securities Asset Management first reported a position in BRO in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.18M in Q1 2022. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Moloney Securities Asset Management held 2,296 shares of Brown & Brown worth $215K as of Q3 2025.
Moloney Securities Asset Management left its Brown & Brown share count unchanged in Q3 2025.
Brown & Brown made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #430 holding.
Moloney Securities Asset Management first reported a position in Brown & Brown in Q4 2020 and has held it in 13 quarters since.
Moloney Securities Asset Management's Brown & Brown position peaked at $1.18M in Q1 2022.
894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.