PGGM Investments’s Brown & Brown BRO Stock Holding History

PGGM Investments’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	–	Sell	-17,910	Closed	-$2.23M	–	109
2025 Q1	$2.23M	Hold	17,910	–	–	0.03%	266
2024 Q4	$1.83M	Hold	17,910	–	–	0.02%	273
2024 Q3	$1.85M	Hold	17,910	–	–	0.02%	268
2024 Q2	$1.6M	Sell	17,910 -1,958	-10%	-$170K	0.02%	271
2024 Q1	$1.74M	Sell	19,868 -726	-4%	-$58.4K	0.03%	272
2023 Q4	$1.46M	Buy	20,594 +13,616	+195%	+$973K	0.02%	281
2023 Q3	$487K	Buy	+6,978	New	+$498K	0.01%	322
2022 Q1	$40.2M	Hold	572,487	–	–	0.2%	116
2021 Q4	$40.2M	Sell	572,487 -35,364	-6%	-$2.28M	0.2%	116
2021 Q3	$33.7M	Buy	607,851 +2,981	+0.5%	+$166K	0.17%	147
2021 Q2	$32.1M	Sell	604,870 -1,152	-0.2%	-$59.2K	0.14%	164
2021 Q1	$27.7M	Sell	606,022 -1,308	-0.2%	-$60K	0.12%	184
2020 Q4	$28.8M	Buy	607,330 +37,810	+7%	+$1.74M	0.13%	179
2020 Q3	$25.8M	Hold	569,520	–	–	0.13%	176
2020 Q2	$23.2M	Sell	569,520 -36,522	-6%	-$1.41M	0.13%	171
2020 Q1	$22M	Sell	606,042 -53,508	-8%	-$2.26M	0.16%	145
2019 Q4	$26M	Sell	659,550 -58,390	-8%	-$2.19M	0.15%	150
2019 Q3	$25.9M	Hold	717,940	–	–	0.12%	171
2019 Q2	$24.1M	Hold	717,940	–	–	0.12%	172
2019 Q1	$21.2M	Hold	717,940	–	–	0.11%	180
2018 Q4	$19.8M	Hold	717,940	–	–	0.11%	182
2018 Q3	$21.2M	Hold	717,940	–	–	0.11%	195
2018 Q2	$19.9M	Buy	717,940 +621,994	+648%	+$16.9M	0.11%	204
2018 Q1	$2.44M	Buy	+95,946	New	+$2.51M	0.01%	273

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PGGM Investments's BRO Position: Q2 2025 in Review

PGGM Investments sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 17,910 shares — an estimated $2.23M sold.

PGGM Investments first reported a position in BRO in Q1 2018 and held it in 24 quarters. The position peaked at $40.2M in Q1 2022. 931 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

PGGM Investments reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
PGGM Investments sold 17,910 Brown & Brown shares in Q2 2025, an estimated $2.23M.
PGGM Investments first reported a position in Brown & Brown in Q1 2018 and held it in 24 quarters.
PGGM Investments's Brown & Brown position peaked at $40.2M in Q1 2022.
931 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on PGGM Investments's 13F filing for Q2 2025, filed 18 Jul 2025.