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	–	390
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 $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tucker Asset Management's BRO Position: Q1 2025 in Review

Tucker Asset Management sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 36 shares — an estimated $3.67K sold.

Tucker Asset Management first reported a position in BRO in Q4 2021 and held it in 11 quarters. The position peaked at $8.38K in Q4 2021. 911 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

Tucker Asset Management reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 36 Brown & Brown shares in Q1 2025, an estimated $3.67K.
Tucker Asset Management first reported a position in Brown & Brown in Q4 2021 and held it in 11 quarters.
Tucker Asset Management's Brown & Brown position peaked at $8.38K in Q4 2021.
911 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.