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Rise Advisors’s Brown & Brown BRO Stock Holding History

Rise 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
Q4 		– Sell
-134
Closed -$12.6K – 290
2025
Q3 		$12.6K Buy
134
+5
+4% +$487 ﹤0.01% 865
2025
Q2 		$14.3K Hold
129
– – 0.01% 765
2025
Q1 		$16K Sell
129
-30
-19% -$3.35K 0.01% 644
2024
Q4 		$16.2K Buy
159
+1
+0.6% +$107 0.01% 783
2024
Q3 		$16.4K Hold
158
– – 0.01% 820
2024
Q2 		$14.1K Hold
158
– – 0.01% 864
2024
Q1 		$13.8K Buy
+158
New +$12.7K 0.01% 902

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
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return