R Squared’s Brown & Brown BRO Stock Holding History

R Squared’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	-2,948	Closed	-$327K	–	573
2025 Q2	$327K	Buy	+2,948	New	+$331K	0.18%	200
2025 Q1	–	Sell	-300	Closed	-$30.6K	–	474
2024 Q4	$30.6K	Buy	+300	New	+$32K	0.03%	693

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

R Squared's BRO Position: Q3 2025 in Review

R Squared sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,948 shares — an estimated $327K sold.

R Squared first reported a position in BRO in Q4 2024 and held it in 2 quarters. The position peaked at $327K in Q2 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

R Squared reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
R Squared sold 2,948 Brown & Brown shares in Q3 2025, an estimated $327K.
R Squared first reported a position in Brown & Brown in Q4 2024 and held it in 2 quarters.
R Squared's Brown & Brown position peaked at $327K in Q2 2025.
894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.