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Orion Portfolio Solutions’s Brown & Brown BRO Stock Holding History

Orion Portfolio Solutions’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 		$1.26M Buy
10,109
+6,841
+209% +$764K 0.01% 958
2024
Q4 		$333K Sell
3,268
-280
-8% -$29.9K ﹤0.01% 1507
2024
Q3 		$368K Sell
3,548
-41
-1% -$4.08K ﹤0.01% 1438
2024
Q2 		$321K Sell
3,589
-116
-3% -$10.1K ﹤0.01% 1441
2024
Q1 		$324K Buy
3,705
+529
+17% +$42.5K ﹤0.01% 1428
2023
Q4 		$229K Buy
+3,176
New +$227K ﹤0.01% 1518
2020
Q3 		– Sell
-376
Closed -$15K – 641
2020
Q2 		$15K Buy
376
+7
+2% +$270 ﹤0.01% 1036
2020
Q1 		$13K Buy
369
+98
+36% +$4.14K ﹤0.01% 968
2019
Q4 		$11K Buy
+271
New +$10.2K ﹤0.01% 960

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's BRO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Brown & Brown (BRO) stake by 209% in Q1 2025, buying an estimated $764K and bringing the position to 10,109 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #958.

Orion Portfolio Solutions first reported a position in BRO in Q4 2019 and has held it in 9 quarters since. 907 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Orion Portfolio Solutions held 10,109 shares of Brown & Brown worth $1.26M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,841 Brown & Brown shares in Q1 2025, an estimated $764K.
  • Brown & Brown made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #958 holding.
  • Orion Portfolio Solutions first reported a position in Brown & Brown in Q4 2019 and has held it in 9 quarters since.
  • 907 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.