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Promus Capital’s Brown & Brown BRO Stock Holding History

Promus Capital’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 		$124K Hold
1,323
– – 0.08% 105
2025
Q2 		$147K Hold
1,323
– – 0.1% 90
2025
Q1 		$165K Hold
1,323
– – 0.12% 81
2024
Q4 		$135K Buy
+1,323
New +$141K 0.1% 88

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Promus Capital's BRO Position: Q3 2025 in Review

Promus Capital held its Brown & Brown (BRO) position steady in Q3 2025 at 1,323 shares worth $124K. The position accounts for 0.08% of the portfolio, ranked #105.

Promus Capital first reported a position in BRO in Q4 2024 and has held it in 4 quarters since. The position peaked at $165K in Q1 2025. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Promus Capital held 1,323 shares of Brown & Brown worth $124K as of Q3 2025.
  • Promus Capital left its Brown & Brown share count unchanged in Q3 2025.
  • Brown & Brown made up 0.08% of Promus Capital's portfolio in Q3 2025, its #105 holding.
  • Promus Capital first reported a position in Brown & Brown in Q4 2024 and has held it in 4 quarters since.
  • Promus Capital's Brown & Brown position peaked at $165K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.