ORG Partners’s Brown & Brown BRO Stock Holding History

ORG 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 Q4	$97.3K	Sell	1,221 -826	-40%	-$68.9K	0.02%	469
2025 Q3	$192K	Buy	2,047 +52	+3%	+$5.07K	0.04%	353
2025 Q2	$218K	Buy	1,995 +132	+7%	+$14.8K	0.05%	304
2025 Q1	$231K	Sell	1,863 -474	-20%	-$53K	0.06%	249
2024 Q4	$238K	Sell	2,337 -96	-4%	-$10.3K	0.03%	294
2024 Q3	$252K	Sell	2,433 -5,919	-71%	-$589K	0.04%	249
2024 Q2	$744K	Buy	8,352 +7,719	+1,219%	+$670K	0.09%	187
2024 Q1	$54.6K	Buy	633 +333	+111%	+$26.8K	0.1%	126
2023 Q4	$21.4K	Sell	300 -7,658	-96%	-$547K	﹤0.01%	662
2023 Q3	$556K	Buy	7,958 +98	+1%	+$6.99K	0.16%	140
2023 Q2	$538K	Buy	+7,860	New	+$500K	0.09%	203

Other funds holding BRO

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

BlackRock New York $5.7T 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 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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return