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Snowden Capital Advisors’s Brown & Brown BRO Stock Holding History

Snowden Capital 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
Q2 		– Sell
-2,674
Closed -$333K – 1211
2025
Q1 		$333K Sell
2,674
-59
-2% -$6.59K 0.01% 931
2024
Q4 		$279K Buy
2,733
+39
+1% +$4.17K 0.01% 1022
2024
Q3 		$279K Buy
2,694
+325
+14% +$32.3K 0.01% 1032
2024
Q2 		$212K Buy
+2,369
New +$206K 0.01% 1121
2022
Q1 		– Sell
-91
Closed -$6K – 1179
2021
Q4 		$6K Buy
+91
New +$5.87K ﹤0.01% 1638

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Snowden Capital Advisors's BRO Position: Q2 2025 in Review

Snowden Capital Advisors sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 2,674 shares — an estimated $333K sold.

Snowden Capital Advisors first reported a position in BRO in Q4 2021 and held it in 5 quarters. The position peaked at $333K in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Snowden Capital Advisors reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Snowden Capital Advisors sold 2,674 Brown & Brown shares in Q2 2025, an estimated $333K.
  • Snowden Capital Advisors first reported a position in Brown & Brown in Q4 2021 and held it in 5 quarters.
  • Snowden Capital Advisors's Brown & Brown position peaked at $333K in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Snowden Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.