Petrus Trust Company’s Brown & Brown BRO Stock Holding History

Petrus Trust Company’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 Q3	–	Sell	-3,964	Closed	-$439K	–	222
2025 Q2	$439K	Buy	+3,964	New	+$445K	0.05%	156
2025 Q1	–	Sell	-2,576	Closed	-$263K	–	608
2024 Q4	$263K	Buy	+2,576	New	+$275K	0.03%	475
2023 Q4	–	Sell	-5,481	Closed	-$383K	–	609
2023 Q3	$383K	Buy	5,481 +2,278	+71%	+$162K	0.04%	290
2023 Q2	$220K	Buy	+3,203	New	+$204K	0.02%	502
2020 Q4	–	Sell	-4,568	Closed	-$207K	–	97
2020 Q3	$207K	Buy	+4,568	New	+$204K	0.02%	189

Other funds holding BRO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Petrus Trust Company's BRO Position: Q3 2025 in Review

Petrus Trust Company sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 3,964 shares — an estimated $439K sold.

Petrus Trust Company first reported a position in BRO in Q3 2020 and held it in 5 quarters. The position peaked at $439K in Q2 2025. 897 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Petrus Trust Company reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 3,964 Brown & Brown shares in Q3 2025, an estimated $439K.
Petrus Trust Company first reported a position in Brown & Brown in Q3 2020 and held it in 5 quarters.
Petrus Trust Company's Brown & Brown position peaked at $439K in Q2 2025.
897 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.