Roble Belko & Company’s Brown & Brown BRO Stock Holding History

Roble Belko & Company’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	-42	Closed	-$5K	–	418
2025 Q1	$5K	Buy	+42	New	+$4.69K	﹤0.01%	281

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roble Belko & Company's BRO Position: Q2 2025 in Review

Roble Belko & Company sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 42 shares — an estimated $5K sold.

Roble Belko & Company first reported a position in BRO in Q1 2025 and held it in 1 quarter. The position peaked at $5K in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Roble Belko & Company reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Roble Belko & Company sold 42 Brown & Brown shares in Q2 2025, an estimated $5K.
Roble Belko & Company first reported a position in Brown & Brown in Q1 2025 and held it in 1 quarter.
Roble Belko & Company's Brown & Brown position peaked at $5K in Q1 2025.
928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Roble Belko & Company's 13F filing for Q2 2025, filed 4 Aug 2025.