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SteelPeak Wealth’s Brown & Brown BRO Stock Holding History

SteelPeak Wealth’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
-23,152
Closed -$2.88M – 585
2025
Q1 		$2.88M Buy
+23,152
New +$2.59M 0.12% 138
2024
Q4 		– Sell
-3,042
Closed -$315K – 575
2024
Q3 		$315K Buy
3,042
+482
+19% +$47.9K 0.01% 385
2024
Q2 		$229K Buy
+2,560
New +$222K 0.01% 438
2022
Q2 		– Sell
-22,037
Closed -$1.59M – 414
2022
Q1 		$1.59M Buy
+22,037
New +$1.48M 0.09% 139

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

SteelPeak Wealth's BRO Position: Q2 2025 in Review

SteelPeak Wealth sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 23,152 shares — an estimated $2.88M sold.

SteelPeak Wealth first reported a position in BRO in Q1 2022 and held it in 4 quarters. The position peaked at $2.88M in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • SteelPeak Wealth reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 23,152 Brown & Brown shares in Q2 2025, an estimated $2.88M.
  • SteelPeak Wealth first reported a position in Brown & Brown in Q1 2022 and held it in 4 quarters.
  • SteelPeak Wealth's Brown & Brown position peaked at $2.88M in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.