SBIA
BRO icon

Sheaff Brock Investment Advisors’s Brown & Brown BRO Stock Holding History

Sheaff Brock 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 		$500K Buy
4,023
+18
+0.4% +$2.01K 0.05% 254
2024
Q4 		$409K Buy
4,005
+324
+9% +$34.6K 0.04% 285
2024
Q3 		$381K Buy
+3,681
New +$366K 0.03% 299

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

Sheaff Brock Investment Advisors's BRO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Brown & Brown (BRO) stake by 0.45% in Q1 2025, buying an estimated $2.01K and bringing the position to 4,023 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #254.

Sheaff Brock Investment Advisors first reported a position in BRO in Q3 2024 and has held it in 3 quarters since. 908 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,023 shares of Brown & Brown worth $500K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 18 Brown & Brown shares in Q1 2025, an estimated $2.01K.
  • Brown & Brown made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #254 holding.
  • Sheaff Brock Investment Advisors first reported a position in Brown & Brown in Q3 2024 and has held it in 3 quarters since.
  • 908 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.