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PSI Advisors’s Brown & Brown BRO Stock Holding History

PSI Advisors’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
-498
Closed -$62K – 177
2025
Q1 		$62K Hold
498
– – 0.02% 218
2024
Q4 		$50.8K Hold
498
– – 0.02% 272
2024
Q3 		$51.6K Hold
498
– – 0.02% 271
2024
Q2 		$44.5K Hold
498
– – 0.01% 271
2024
Q1 		$43.6K Hold
498
– – 0.02% 278
2023
Q4 		$35.4K Hold
498
– – 0.01% 314
2023
Q3 		$34.8K Sell
498
-21
-4% -$1.5K 0.02% 293
2023
Q2 		$35.7K Buy
+519
New +$33K 0.02% 290

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PSI Advisors's BRO Position: Q2 2025 in Review

PSI Advisors sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 498 shares — an estimated $62K sold.

PSI Advisors first reported a position in BRO in Q2 2023 and held it in 8 quarters. The position peaked at $62K in Q1 2025. 930 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • PSI Advisors reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 498 Brown & Brown shares in Q2 2025, an estimated $62K.
  • PSI Advisors first reported a position in Brown & Brown in Q2 2023 and held it in 8 quarters.
  • PSI Advisors's Brown & Brown position peaked at $62K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.