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 $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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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