Reflection Asset Management’s Brown & Brown BRO Stock Holding History

Reflection Asset Management’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 Q4	$18.3K	Buy	+230	New	+$19.2K	0.01%	401

Other funds holding BRO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Reflection Asset Management's BRO Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Brown & Brown (BRO) in Q4 2025: 230 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #401 among its holdings.

887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Reflection Asset Management held 230 shares of Brown & Brown worth $18.3K as of Q4 2025.
Brown & Brown was a new Reflection Asset Management position in Q4 2025.
Brown & Brown made up 0.01% of Reflection Asset Management's portfolio in Q4 2025, its #401 holding.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.