TC
BRO icon

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

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

TownSquare Capital's BRO Position: Q3 2025 in Review

TownSquare Capital sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 7,328 shares — an estimated $812K sold.

TownSquare Capital first reported a position in BRO in Q4 2021 and held it in 15 quarters. The position peaked at $10.8M in Q1 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • TownSquare Capital reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • TownSquare Capital sold 7,328 Brown & Brown shares in Q3 2025, an estimated $812K.
  • TownSquare Capital first reported a position in Brown & Brown in Q4 2021 and held it in 15 quarters.
  • TownSquare Capital's Brown & Brown position peaked at $10.8M in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.