PAS
BRO icon

Park Avenue Securities’s Brown & Brown BRO Stock Holding History

Park Avenue Securities’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
2026
Q1 		$201K Buy
+3,075
New +$222K ﹤0.01% 1474
2025
Q4 		– Sell
-7,771
Closed -$729K – 1526
2025
Q3 		$729K Buy
7,771
+3
+0% +$292 0.01% 1009
2025
Q2 		$861K Sell
7,768
-2,228
-22% -$250K 0.01% 835
2025
Q1 		$1.24M Buy
9,996
+1,074
+12% +$120K 0.02% 535
2024
Q4 		$910K Buy
8,922
+252
+3% +$26.9K 0.01% 813
2024
Q3 		$898K Sell
8,670
-424
-5% -$42.2K 0.01% 727
2024
Q2 		$813K Sell
9,094
-1,390
-13% -$121K 0.01% 762
2024
Q1 		$918K Buy
10,484
+2,862
+38% +$230K 0.01% 707
2023
Q4 		$542K Buy
7,622
+2,626
+53% +$188K 0.01% 876
2023
Q3 		$349K Buy
+4,996
New +$356K 0.01% 983

Other funds holding BRO

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $18.8B AUM 17.33% 1-Year Est. Return