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Spirepoint Private Client’s Brown & Brown BRO Stock Holding History

Spirepoint Private Client’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
-1,909
Closed -$212K – 282
2025
Q2 		$212K Hold
1,909
– – 0.02% 222
2025
Q1 		$237K Sell
1,909
-305
-14% -$34.1K 0.03% 193
2024
Q4 		$226K Hold
2,214
– – 0.03% 199
2024
Q3 		$229K Buy
+2,214
New +$220K 0.03% 191

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spirepoint Private Client's BRO Position: Q3 2025 in Review

Spirepoint Private Client sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 1,909 shares — an estimated $212K sold.

Spirepoint Private Client first reported a position in BRO in Q3 2024 and held it in 4 quarters. The position peaked at $237K in Q1 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Spirepoint Private Client reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Spirepoint Private Client sold 1,909 Brown & Brown shares in Q3 2025, an estimated $212K.
  • Spirepoint Private Client first reported a position in Brown & Brown in Q3 2024 and held it in 4 quarters.
  • Spirepoint Private Client's Brown & Brown position peaked at $237K in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Spirepoint Private Client's 13F filing for Q3 2025, filed 22 Oct 2025.