TD Private Client Wealth’s Brown & Brown BRO Stock Holding History

TD Private Client 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
2026 Q1	$68K	Sell	1,043 -1,125	-52%	-$81.1K	﹤0.01%	831
2025 Q4	$173K	Sell	2,168 -50	-2%	-$4.17K	﹤0.01%	687
2025 Q3	$208K	Buy	2,218 +1,782	+409%	+$174K	﹤0.01%	649
2025 Q2	$48.3K	Buy	436 +123	+39%	+$13.8K	﹤0.01%	847
2025 Q1	$38.9K	Buy	313 +2	+0.6%	+$223	﹤0.01%	844
2024 Q4	$31.7K	Sell	311 -19	-6%	-$2.03K	﹤0.01%	902
2024 Q3	$34.2K	Hold	330	–	–	﹤0.01%	898
2024 Q2	$29.5K	Buy	330 +8	+2%	+$694	﹤0.01%	882
2024 Q1	$28.2K	Sell	322 -15	-4%	-$1.21K	﹤0.01%	899
2023 Q4	$24K	Sell	337 -23	-6%	-$1.64K	﹤0.01%	928
2023 Q3	$25.1K	Buy	360 +21	+6%	+$1.5K	﹤0.01%	900
2023 Q2	$23.3K	Sell	339 -34	-9%	-$2.16K	﹤0.01%	921
2023 Q1	$21.4K	Sell	373 -6	-2%	-$345	﹤0.01%	939
2022 Q4	$21.6K	Buy	379 +170	+81%	+$9.94K	﹤0.01%	902
2022 Q3	$12.6K	Hold	209	–	–	﹤0.01%	970
2022 Q2	$12.2K	Buy	209 +178	+574%	+$10.9K	﹤0.01%	981
2022 Q1	$2.24K	Buy	+31	New	+$2.08K	﹤0.01%	1158

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