Nilsine Partners’s Brown & Brown BRO Stock Holding History

Nilsine Partners’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	-9,259	Closed	-$1.03M	–	403
2025 Q2	$1.03M	Buy	+9,259	New	+$1.04M	0.1%	197
2023 Q4	–	Sell	-7,584	Closed	-$530K	–	326
2023 Q3	$530K	Buy	7,584 +228	+3%	+$16.3K	0.08%	220
2023 Q2	$506K	Hold	7,356	–	–	0.07%	229
2023 Q1	$422K	Buy	+7,356	New	+$423K	0.07%	254

Other funds holding BRO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nilsine Partners's BRO Position: Q3 2025 in Review

Nilsine Partners sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 9,259 shares — an estimated $1.03M sold.

Nilsine Partners first reported a position in BRO in Q1 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2025. 897 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Nilsine Partners reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Nilsine Partners sold 9,259 Brown & Brown shares in Q3 2025, an estimated $1.03M.
Nilsine Partners first reported a position in Brown & Brown in Q1 2023 and held it in 4 quarters.
Nilsine Partners's Brown & Brown position peaked at $1.03M in Q2 2025.
897 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Nilsine Partners's 13F filing for Q3 2025, filed 6 Oct 2025.