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Schechter Investment Advisors’s Brown & Brown BRO Stock Holding History

Schechter Investment 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
Q1 		$217K Sell
1,747
-900
-34% -$101K 0.02% 542
2024
Q4 		$270K Sell
2,647
-432
-14% -$46.1K 0.02% 513
2024
Q3 		$319K Sell
3,079
-887
-22% -$88.2K 0.02% 486
2024
Q2 		$355K Buy
3,966
+7
+0.2% +$608 0.03% 445
2024
Q1 		$347K Sell
3,959
-343
-8% -$27.6K 0.03% 464
2023
Q4 		$306K Sell
4,302
-774
-15% -$55.3K 0.03% 462
2023
Q3 		$355K Sell
5,076
-302
-6% -$21.5K 0.03% 414
2023
Q2 		$370K Buy
5,378
+103
+2% +$6.55K 0.03% 440
2023
Q1 		$303K Buy
5,275
+1,372
+35% +$78.9K 0.03% 520
2022
Q4 		$222K Sell
3,903
-858
-18% -$50.2K 0.02% 719
2022
Q3 		$288K Buy
4,761
+934
+24% +$58.8K 0.03% 722
2022
Q2 		$224K Buy
3,827
+677
+21% +$41.6K 0.02% 810
2022
Q1 		$227K Buy
+3,150
New +$211K 0.02% 801

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 $34.1B AUM 20.22% 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

Schechter Investment Advisors's BRO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Brown & Brown (BRO) stake by 34% in Q1 2025, selling an estimated $101K and leaving 1,747 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #542.

Schechter Investment Advisors first reported a position in BRO in Q1 2022 and has held it in 13 quarters since. The position peaked at $370K in Q2 2023. 907 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Schechter Investment Advisors held 1,747 shares of Brown & Brown worth $217K as of Q1 2025.
  • Schechter Investment Advisors sold 900 Brown & Brown shares in Q1 2025, an estimated $101K.
  • Brown & Brown made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #542 holding.
  • Schechter Investment Advisors first reported a position in Brown & Brown in Q1 2022 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Brown & Brown position peaked at $370K in Q2 2023.
  • 907 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.