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Shell Asset Management’s Brown & Brown BRO Stock Holding History

Shell Asset Management’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
Q3 		$136K Sell
1,453
-94,713
-98% -$9.23M 0.01% 569
2025
Q2 		$10.7M Sell
96,166
-1,272
-1% -$143K 0.37% 42
2025
Q1 		$12.1M Sell
97,438
-3,876
-4% -$433K 0.58% 30
2024
Q4 		$10.3M Sell
101,314
-683
-0.7% -$72.9K 0.45% 36
2024
Q3 		$10.6M Buy
+101,997
New +$10.1M 0.47% 39
2024
Q1 		$9.3M Sell
104,029
-3,818
-4% -$307K 0.42% 42
2023
Q4 		$7.67M Sell
107,847
-19,700
-15% -$1.41M 0.35% 50
2023
Q3 		$8.91M Buy
127,547
+125,663
+6,670% +$8.96M 0.37% 51
2023
Q2 		$130K Sell
1,884
-2,076
-52% -$132K 0.01% 1058
2023
Q1 		$227K Sell
3,960
-14
-0.4% -$805 0.01% 888
2022
Q4 		$226K Sell
3,974
-809
-17% -$47.3K 0.01% 910
2022
Q3 		$289K Sell
4,783
-1,257
-21% -$79.1K 0.01% 849
2022
Q2 		$352K Buy
6,040
+1,322
+28% +$81.1K 0.01% 898
2022
Q1 		$341K Sell
4,718
-698
-13% -$46.8K 0.01% 991
2021
Q4 		$381K Buy
5,416
+30
+0.6% +$1.94K 0.01% 1016
2021
Q3 		$299K Sell
5,386
-7,351
-58% -$410K 0.01% 1082
2021
Q2 		$677K Sell
12,737
-1,799
-12% -$92.5K 0.01% 760
2021
Q1 		$664K Sell
14,536
-43,853
-75% -$2.01M 0.01% 727
2020
Q4 		$2.77M Sell
58,389
-4,840
-8% -$223K 0.06% 326
2020
Q3 		$2.86M Sell
63,229
-11,366
-15% -$507K 0.07% 276
2020
Q2 		$3.04M Buy
74,595
+45,979
+161% +$1.77M 0.08% 252
2020
Q1 		$1.04M Sell
28,616
-339
-1% -$14.3K 0.03% 419
2019
Q4 		$1.14M Buy
28,955
+5,803
+25% +$218K 0.02% 497
2019
Q3 		$835K Sell
23,152
-199
-0.9% -$7.12K 0.02% 623
2019
Q2 		$782K Buy
+23,351
New +$740K 0.02% 671

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shell Asset Management's BRO Position: Q3 2025 in Review

Shell Asset Management reduced its Brown & Brown (BRO) stake by 98% in Q3 2025, selling an estimated $9.23M and leaving 1,453 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #569.

Shell Asset Management first reported a position in BRO in Q2 2019 and has held it in 25 quarters since. The position peaked at $12.1M in Q1 2025. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Shell Asset Management held 1,453 shares of Brown & Brown worth $136K as of Q3 2025.
  • Shell Asset Management sold 94,713 Brown & Brown shares in Q3 2025, an estimated $9.23M.
  • Brown & Brown made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #569 holding.
  • Shell Asset Management first reported a position in Brown & Brown in Q2 2019 and has held it in 25 quarters since.
  • Shell Asset Management's Brown & Brown position peaked at $12.1M in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.