United Services Automobile Association’s Brown & Brown BRO Stock Holding History

United Services Automobile Association’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	-5,703	Closed	-$701K	–	158
2025 Q1	$701K	Buy	+5,703	New	+$637K	0.02%	384
2019 Q3	–	Sell	-35,892	Closed	-$1.2M	–	609
2019 Q2	$1.2M	Hold	35,892	–	–	﹤0.01%	1252
2019 Q1	$1.06M	Hold	35,892	–	–	﹤0.01%	1286
2018 Q4	$989K	Hold	35,892	–	–	﹤0.01%	1262
2018 Q3	$1.06M	Hold	35,892	–	–	﹤0.01%	1330
2018 Q2	$995K	Hold	35,892	–	–	﹤0.01%	1366
2018 Q1	$913K	Buy	+35,892	New	+$938K	﹤0.01%	1433

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

United Services Automobile Association's BRO Position: Q2 2025 in Review

United Services Automobile Association sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 5,703 shares — an estimated $701K sold.

United Services Automobile Association first reported a position in BRO in Q1 2018 and held it in 7 quarters. The position peaked at $1.2M in Q2 2019. 931 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

United Services Automobile Association reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 5,703 Brown & Brown shares in Q2 2025, an estimated $701K.
United Services Automobile Association first reported a position in Brown & Brown in Q1 2018 and held it in 7 quarters.
United Services Automobile Association's Brown & Brown position peaked at $1.2M in Q2 2019.
931 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.