QI
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Qtron Investments’s Brown & Brown BRO Stock Holding History

Qtron 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
Q3 		– Sell
-9,184
Closed -$1.02M – 417
2025
Q2 		$1.02M Hold
9,184
– – 0.13% 186
2025
Q1 		$1.14M Buy
9,184
+786
+9% +$87.8K 0.17% 152
2024
Q4 		$857K Hold
8,398
– – 0.12% 213
2024
Q3 		$870K Buy
+8,398
New +$835K 0.12% 234
2020
Q4 		– Sell
-6,104
Closed -$276K – 329
2020
Q3 		$276K Buy
+6,104
New +$272K 0.1% 235
2020
Q2 		– Sell
-6,590
Closed -$239K – 260
2020
Q1 		$239K Hold
6,590
– – 0.14% 188
2019
Q4 		$260K Sell
6,590
-22
-0.3% -$826 0.15% 183
2019
Q3 		$238K Buy
+6,612
New +$237K 0.14% 202

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $18.8B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return