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BRO icon

&Partners’s Brown & Brown BRO Stock Holding History

&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
2026
Q1 		$3.65M Buy
55,777
+10,184
+22% +$734K 0.02% 639
2025
Q4 		$3.63M Sell
45,593
-2,862
-6% -$239K 0.02% 611
2025
Q3 		$4.54M Sell
48,455
-2,310
-5% -$225K 0.03% 456
2025
Q2 		$5.63M Buy
50,765
+9,641
+23% +$1.08M 0.04% 345
2025
Q1 		$5.07M Buy
41,124
+3,292
+9% +$368K 0.05% 290
2024
Q4 		$3.84M Buy
37,832
+8,419
+29% +$899K 0.05% 326
2024
Q3 		$3.05M Buy
29,413
+12,034
+69% +$1.2M 0.06% 283
2024
Q2 		$1.57M Buy
+17,379
New +$1.51M 0.07% 243

Other funds holding BRO

BlackRock
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