TC
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TownSquare Capital’s Brown & Brown BRO Stock Holding History

TownSquare Capital’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
-7,328
Closed -$812K – 399
2025
Q2 		$812K Sell
7,328
-79,442
-92% -$8.93M 0.08% 247
2025
Q1 		$10.8M Buy
86,770
+3,870
+5% +$432K 0.12% 170
2024
Q4 		$8.46M Buy
82,900
+4,755
+6% +$508K 0.1% 198
2024
Q3 		$8.1M Buy
78,145
+3,385
+5% +$337K 0.1% 199
2024
Q2 		$6.68M Buy
74,760
+19,998
+37% +$1.74M 0.09% 217
2024
Q1 		$4.79M Buy
54,762
+5,516
+11% +$443K 0.07% 269
2023
Q4 		$3.5M Buy
49,246
+19,550
+66% +$1.4M 0.06% 303
2023
Q3 		$2.07M Buy
29,696
+2,497
+9% +$178K 0.04% 391
2023
Q2 		$1.87M Buy
27,199
+17,116
+170% +$1.09M 0.03% 401
2023
Q1 		$579K Sell
10,083
-607
-6% -$34.9K 0.01% 631
2022
Q4 		$609K Buy
10,690
+5,776
+118% +$338K 0.02% 581
2022
Q3 		$297K Sell
4,914
-354
-7% -$22.3K 0.01% 583
2022
Q2 		$307K Buy
5,268
+419
+9% +$25.7K 0.01% 546
2022
Q1 		$350K Buy
4,849
+1,201
+33% +$80.5K 0.01% 559
2021
Q4 		$256K Buy
+3,648
New +$235K 0.01% 628

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Principal Financial Group
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State Street
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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 $18.8B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return