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

Optimum 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
Q2 		– Sell
-250
Closed -$31.1K – 620
2025
Q1 		$31.1K Buy
+250
New +$27.9K 0.01% 388

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's BRO Position: Q2 2025 in Review

Optimum Investment Advisors sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 250 shares — an estimated $31.1K sold.

Optimum Investment Advisors first reported a position in BRO in Q1 2025 and held it in 1 quarter. The position peaked at $31.1K in Q1 2025. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Optimum Investment Advisors reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Brown & Brown shares in Q2 2025, an estimated $31.1K.
  • Optimum Investment Advisors first reported a position in Brown & Brown in Q1 2025 and held it in 1 quarter.
  • Optimum Investment Advisors's Brown & Brown position peaked at $31.1K in Q1 2025.
  • 929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.