NEOS Investment Management’s Brown & Brown BRO Stock Holding History

NEOS Investment 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
2026 Q1	$2.72M	Buy	41,697 +10,483	+34%	+$756K	0.01%	446
2025 Q4	$2.49M	Buy	31,214 +4,944	+19%	+$413K	0.01%	443
2025 Q3	$2.46M	Buy	26,270 +9,015	+52%	+$879K	0.02%	409
2025 Q2	$1.91M	Buy	17,255 +3,566	+26%	+$401K	0.02%	377
2025 Q1	$1.7M	Buy	13,689 +2,506	+22%	+$280K	0.03%	352
2024 Q4	$1.14M	Buy	11,183 +2,483	+29%	+$265K	0.03%	384
2024 Q3	$901K	Buy	8,700 +1,624	+23%	+$162K	0.03%	394
2024 Q2	$633K	Buy	7,076 +1,992	+39%	+$173K	0.03%	409
2024 Q1	$445K	Buy	5,084 +1,823	+56%	+$147K	0.03%	408
2023 Q4	$232K	Buy	+3,261	New	+$233K	0.02%	465

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Principal Financial Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 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 $18.8B AUM 17.33% 1-Year Est. Return