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

Smartleaf 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
2026 Q1	$53.6K	Buy	821 +100	+14%	+$7.21K	﹤0.01%	1416
2025 Q4	$57.8K	Sell	721 -14	-2%	-$1.17K	﹤0.01%	1477
2025 Q3	$68.4K	Buy	735 +198	+37%	+$19.3K	﹤0.01%	1248
2025 Q2	$58.8K	Sell	537 -211	-28%	-$23.7K	0.01%	1097
2025 Q1	$92K	Sell	748 -63	-8%	-$7.04K	0.01%	867
2024 Q4	$82.7K	Buy	811 +207	+34%	+$22.1K	0.01%	932
2024 Q3	$62K	Buy	604 +264	+78%	+$26.3K	0.01%	849
2024 Q2	$30.7K	Buy	340 +224	+193%	+$19.4K	0.01%	878
2024 Q1	$10.1K	Buy	+116	New	+$9.32K	﹤0.01%	1011

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 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 $18.8B AUM 17.33% 1-Year Est. Return