Sierra Ocean’s Brown & Brown BRO Stock Holding History

Sierra Ocean’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	–	Sell	-90	Closed	-$10K	–	175
2025 Q2	$10K	Hold	90	–	–	0.01%	452
2025 Q1	$11.2K	Hold	90	–	–	0.01%	418
2024 Q4	$9.2K	Buy	+90	New	+$9.61K	0.01%	447

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sierra Ocean's BRO Position: Q3 2025 in Review

Sierra Ocean sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 90 shares — an estimated $10K sold.

Sierra Ocean first reported a position in BRO in Q4 2024 and held it in 3 quarters. The position peaked at $11.2K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Sierra Ocean reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 90 Brown & Brown shares in Q3 2025, an estimated $10K.
Sierra Ocean first reported a position in Brown & Brown in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Brown & Brown position peaked at $11.2K in Q1 2025.
894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.