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Unigestion Holding’s Brown & Brown BRO Stock Holding History

Unigestion Holding’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 		$1.3M Buy
10,428
+6,198
+147% +$693K 0.08% 136
2024
Q4 		$432K Hold
4,230
– – 0.02% 148
2024
Q3 		$438K Sell
4,230
-7,385
-64% -$734K 0.02% 144
2024
Q2 		$826K Sell
11,615
-1,519
-12% -$132K 0.05% 109
2024
Q1 		$1.15M Buy
13,134
+1,519
+13% +$122K 0.06% 104
2023
Q4 		$826K Buy
+11,615
New +$830K 0.05% 109
2022
Q4 		– Sell
-11,617
Closed -$707K – 224
2022
Q3 		$707K Hold
11,617
– – 0.04% 151
2022
Q2 		$678K Hold
11,617
– – 0.04% 159
2022
Q1 		$840K Hold
11,617
– – 0.04% 158
2021
Q4 		$816K Hold
11,617
– – 0.03% 168
2021
Q3 		$644K Hold
11,617
– – 0.03% 170
2021
Q2 		$622K Sell
11,617
-6,549
-36% -$337K 0.02% 198
2021
Q1 		$830K Sell
18,166
-1,739
-9% -$79.8K 0.03% 174
2020
Q4 		$944K Sell
19,905
-8,331
-30% -$383K 0.03% 141
2020
Q3 		$1.28M Sell
28,236
-3,662
-11% -$163K 0.04% 113
2020
Q2 		$1.3M Sell
31,898
-15,121
-32% -$583K 0.04% 118
2020
Q1 		$1.7M Buy
+47,019
New +$1.99M 0.06% 132
2019
Q3 		$5.26M Sell
146,013
-18,783
-11% -$672K 0.15% 108
2019
Q2 		$5.52M Buy
164,796
+60,531
+58% +$1.92M 0.15% 104
2019
Q1 		$3.08M Buy
104,265
+8,790
+9% +$251K 0.08% 127
2018
Q4 		$2.63M Sell
95,475
-12,115
-11% -$343K 0.07% 160
2018
Q3 		$3.18M Buy
+107,590
New +$3.2M 0.07% 179

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
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 $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Unigestion Holding's BRO Position: Q1 2025 in Review

Unigestion Holding increased its Brown & Brown (BRO) stake by 147% in Q1 2025, buying an estimated $693K and bringing the position to 10,428 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #136.

Unigestion Holding first reported a position in BRO in Q3 2018 and has held it in 22 quarters since. The position peaked at $5.52M in Q2 2019. 907 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Unigestion Holding held 10,428 shares of Brown & Brown worth $1.3M as of Q1 2025.
  • Unigestion Holding bought 6,198 Brown & Brown shares in Q1 2025, an estimated $693K.
  • Brown & Brown made up 0.08% of Unigestion Holding's portfolio in Q1 2025, its #136 holding.
  • Unigestion Holding first reported a position in Brown & Brown in Q3 2018 and has held it in 22 quarters since.
  • Unigestion Holding's Brown & Brown position peaked at $5.52M in Q2 2019.
  • 907 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.