NewSquare Capital’s Brown & Brown BRO Stock Holding History

NewSquare Capital’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	-109	Closed	-$12.1K	–	328
2025 Q2	$12.1K	Sell	109 -7	-6%	-$787	﹤0.01%	605
2025 Q1	$14.4K	Buy	116 +114	+5,700%	+$12.7K	﹤0.01%	452
2024 Q4	$204	Buy	+2	New	+$214	﹤0.01%	866

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

NewSquare Capital's BRO Position: Q3 2025 in Review

NewSquare Capital sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 109 shares — an estimated $12.1K sold.

NewSquare Capital first reported a position in BRO in Q4 2024 and held it in 3 quarters. The position peaked at $14.4K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

NewSquare Capital reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 109 Brown & Brown shares in Q3 2025, an estimated $12.1K.
NewSquare Capital first reported a position in Brown & Brown in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Brown & Brown position peaked at $14.4K in Q1 2025.
894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.