Scott Marsh Financial’s Brown & Brown BRO Stock Holding History

Scott Marsh Financial’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	$1.18M	Buy	+10,656	New	+$1.2M	0.44%	71

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

Scott Marsh Financial's BRO Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Brown & Brown (BRO) in Q2 2025: 10,656 shares worth $1.18M. The stake represents 0.44% of the portfolio and ranks #71 among its holdings.

928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Scott Marsh Financial held 10,656 shares of Brown & Brown worth $1.18M as of Q2 2025.
Brown & Brown was a new Scott Marsh Financial position in Q2 2025.
Brown & Brown made up 0.44% of Scott Marsh Financial's portfolio in Q2 2025, its #71 holding.
928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.