OneDigital Investment Advisors’s Brown & Brown BRO Stock Holding History

OneDigital Investment Advisors’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	-2,786	Closed	-$309K	–	1497
2025 Q2	$309K	Buy	+2,786	New	+$313K	﹤0.01%	1148
2024 Q4	–	Sell	-6,978	Closed	-$723K	–	1411
2024 Q3	$723K	Buy	6,978 +6	+0.1%	+$597	0.01%	779
2024 Q2	$623K	Buy	6,972 +8	+0.1%	+$694	0.01%	808
2024 Q1	$610K	Sell	6,964 -3,845	-36%	-$309K	0.01%	673
2023 Q4	$769K	Buy	10,809 +449	+4%	+$32.1K	0.01%	562
2023 Q3	$724K	Buy	10,360 +4,081	+65%	+$291K	0.02%	524
2023 Q2	$432K	Buy	6,279 +402	+7%	+$25.6K	0.01%	690
2023 Q1	$337K	Buy	+5,877	New	+$338K	0.01%	733
2019 Q3	–	Sell	-644	Closed	-$22K	–	628
2019 Q2	$22K	Hold	644	–	–	﹤0.01%	780
2019 Q1	$19K	Sell	644 -216	-25%	-$6.17K	﹤0.01%	741
2018 Q4	$24K	Sell	860 -212	-20%	-$5.99K	﹤0.01%	638
2018 Q3	$31K	Hold	1,072	–	–	0.01%	523
2018 Q2	$30K	Hold	1,072	–	–	0.01%	665
2018 Q1	$27K	Hold	1,072	–	–	0.01%	696
2017 Q4	$27K	Hold	1,072	–	–	﹤0.01%	695
2017 Q3	$26K	Hold	1,072	–	–	0.01%	551
2017 Q2	$24K	Buy	+1,072	New	+$23K	0.01%	688

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 $37.4B AUM 35.42% 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

OneDigital Investment Advisors's BRO Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,786 shares — an estimated $309K sold.

OneDigital Investment Advisors first reported a position in BRO in Q2 2017 and held it in 17 quarters. The position peaked at $769K in Q4 2023. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

OneDigital Investment Advisors reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 2,786 Brown & Brown shares in Q3 2025, an estimated $309K.
OneDigital Investment Advisors first reported a position in Brown & Brown in Q2 2017 and held it in 17 quarters.
OneDigital Investment Advisors's Brown & Brown position peaked at $769K in Q4 2023.
895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.