Tucker Asset Management’s Brown & Brown BRO Stock Holding History

Tucker Asset Management’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 Q1	–	Sell	-36	Closed	-$3.67K	–	394
2024 Q4	$3.67K	Hold	36	–	–	﹤0.01%	1068
2024 Q3	$3.73K	Hold	36	–	–	﹤0.01%	1002
2024 Q2	$3.22K	Hold	36	–	–	﹤0.01%	1195
2024 Q1	$3.15K	Hold	36	–	–	﹤0.01%	1213
2023 Q4	$2.56K	Hold	36	–	–	﹤0.01%	1075
2023 Q3	$2.51K	Hold	36	–	–	﹤0.01%	989
2023 Q2	$2.48K	Hold	36	–	–	﹤0.01%	813
2023 Q1	$2.07K	Hold	36	–	–	﹤0.01%	888
2022 Q4	$2.08K	Hold	36	–	–	﹤0.01%	546
2022 Q3	$2.12K	Buy	+36	New	+$2.27K	﹤0.01%	555
2022 Q1	–	Sell	-120	Closed	-$8.38K	–	563
2021 Q4	$8.38K	Buy	+120	New	+$7.74K	﹤0.01%	238

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return