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Sandy Spring Bank’s Brown & Brown BRO Stock Holding History

Sandy Spring Bank’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
Q1 		$4.73K Buy
+38
New +$4.25K ﹤0.01% 953

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sandy Spring Bank's BRO Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in Brown & Brown (BRO) in Q1 2025: 38 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings.

908 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Sandy Spring Bank held 38 shares of Brown & Brown worth $4.73K as of Q1 2025.
  • Brown & Brown was a new Sandy Spring Bank position in Q1 2025.
  • Brown & Brown made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #953 holding.
  • 908 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.