PS
BRO icon

Principal Securities’s Brown & Brown BRO Stock Holding History

Principal 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 		$620K Sell
9,509
-1,121
-11% -$80.8K 0.01% 895
2025
Q4 		$847K Sell
10,630
-502
-5% -$41.9K 0.01% 753
2025
Q3 		$1.04M Buy
11,132
+1,960
+21% +$191K 0.02% 653
2025
Q2 		$1.02M Sell
9,172
-46
-0.5% -$5.17K 0.02% 608
2025
Q1 		$940K Hold
9,218
– – 0.02% 577
2024
Q4 		$940K Buy
9,218
+55
+0.6% +$5.87K 0.02% 575
2024
Q3 		$949K Buy
9,163
+448
+5% +$44.6K 0.02% 538
2024
Q2 		$779K Sell
8,715
-404
-4% -$35.1K 0.02% 552
2024
Q1 		$798K Buy
9,119
+364
+4% +$29.3K 0.02% 513
2023
Q4 		$623K Buy
+8,755
New +$626K 0.02% 533

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