Oarsman Capital’s Brown & Brown BRO Stock Holding History

Oarsman 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 Q1	–	Sell	-450	Closed	-$45.9K	–	327
2024 Q4	$45.9K	Sell	450 -36	-7%	-$3.84K	0.01%	462
2024 Q3	$50.4K	Buy	+486	New	+$48.3K	0.01%	452

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oarsman Capital's BRO Position: Q1 2025 in Review

Oarsman Capital sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 450 shares — an estimated $45.9K sold.

Oarsman Capital first reported a position in BRO in Q3 2024 and held it in 2 quarters. The position peaked at $50.4K in Q3 2024. 911 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

Oarsman Capital reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 450 Brown & Brown shares in Q1 2025, an estimated $45.9K.
Oarsman Capital first reported a position in Brown & Brown in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Brown & Brown position peaked at $50.4K in Q3 2024.
911 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.