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Trust Investment Advisors’s Brown & Brown BRO Stock Holding History

Trust Investment Advisors’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
-1,719
Closed -$214K – 125
2025
Q1 		$214K Buy
+1,719
New +$192K 0.14% 100
2024
Q3 		– Sell
-2,323
Closed -$208K – 124
2024
Q2 		$208K Buy
+2,323
New +$202K 0.13% 107

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trust Investment Advisors's BRO Position: Q2 2025 in Review

Trust Investment Advisors sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 1,719 shares — an estimated $214K sold.

Trust Investment Advisors first reported a position in BRO in Q2 2024 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 931 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Trust Investment Advisors reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 1,719 Brown & Brown shares in Q2 2025, an estimated $214K.
  • Trust Investment Advisors first reported a position in Brown & Brown in Q2 2024 and held it in 2 quarters.
  • Trust Investment Advisors's Brown & Brown position peaked at $214K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Trust Investment Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.