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Optimize Financial’s Brown & Brown BRO Stock Holding History

Optimize Financial’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
-3,115
Closed -$345K – 341
2025
Q2 		$345K Sell
3,115
-22
-0.7% -$2.47K 0.21% 148
2025
Q1 		$390K Sell
3,137
-84
-3% -$9.39K 0.28% 108
2024
Q4 		$329K Buy
+3,221
New +$344K 0.25% 125

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimize Financial's BRO Position: Q3 2025 in Review

Optimize Financial sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 3,115 shares — an estimated $345K sold.

Optimize Financial first reported a position in BRO in Q4 2024 and held it in 3 quarters. The position peaked at $390K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Optimize Financial reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 3,115 Brown & Brown shares in Q3 2025, an estimated $345K.
  • Optimize Financial first reported a position in Brown & Brown in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Brown & Brown position peaked at $390K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.