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Tower Wealth Partners’s Brown & Brown BRO Stock Holding History

Tower Wealth Partners’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
-2,464
Closed -$273K – 92
2025
Q2 		$273K Buy
2,464
+108
+5% +$12.1K 0.16% 64
2025
Q1 		$293K Buy
2,356
+389
+20% +$43.5K 0.16% 58
2024
Q4 		$201K Buy
+1,967
New +$210K 0.11% 76

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tower Wealth Partners's BRO Position: Q3 2025 in Review

Tower Wealth Partners sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,464 shares — an estimated $273K sold.

Tower Wealth Partners first reported a position in BRO in Q4 2024 and held it in 3 quarters. The position peaked at $293K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Tower Wealth Partners reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Tower Wealth Partners sold 2,464 Brown & Brown shares in Q3 2025, an estimated $273K.
  • Tower Wealth Partners first reported a position in Brown & Brown in Q4 2024 and held it in 3 quarters.
  • Tower Wealth Partners's Brown & Brown position peaked at $293K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Tower Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.