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Parkworth Wealth Management’s Brown & Brown BRO Stock Holding History

Parkworth Wealth Management’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 		$665 Hold
6
– – ﹤0.01% 545
2025
Q1 		$746 Hold
6
– – ﹤0.01% 324
2024
Q4 		$612 Buy
+6
New +$641 ﹤0.01% 375

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's BRO Position: Q2 2025 in Review

Parkworth Wealth Management held its Brown & Brown (BRO) position steady in Q2 2025 at 6 shares worth $665. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Parkworth Wealth Management first reported a position in BRO in Q4 2024 and has held it in 3 quarters since. The position peaked at $746 in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Parkworth Wealth Management held 6 shares of Brown & Brown worth $665 as of Q2 2025.
  • Parkworth Wealth Management left its Brown & Brown share count unchanged in Q2 2025.
  • Brown & Brown made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #545 holding.
  • Parkworth Wealth Management first reported a position in Brown & Brown in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Brown & Brown position peaked at $746 in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.