VIG
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Vienna Insurance Group’s Brown & Brown BRO Stock Holding History

Vienna Insurance Group’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
Q3 		– Sell
-6,997
Closed -$776K – 40
2025
Q2 		$776K Sell
6,997
-3,394
-33% -$381K 0.49% 76
2025
Q1 		$1.29M Sell
10,391
-939
-8% -$105K 0.7% 27
2024
Q4 		$1.16M Sell
11,330
-2,230
-16% -$238K 0.67% 43
2024
Q3 		$1.4M Sell
13,560
-2,258
-14% -$225K 0.6% 67
2024
Q2 		$1.41M Sell
15,818
-482
-3% -$41.8K 0.55% 40
2024
Q1 		$1.43M Sell
16,300
-289
-2% -$23.2K 0.56% 47
2023
Q4 		$1.18M Sell
16,589
-8,806
-35% -$629K 0.54% 79
2023
Q3 		$1.77M Buy
25,395
+2,679
+12% +$191K 0.79% 33
2023
Q2 		$1.56M Buy
22,716
+9,853
+77% +$627K 0.72% 32
2023
Q1 		$739K Buy
+12,863
New +$739K 0.43% 60

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Fidelity Investments
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Geode Capital Management
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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
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Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
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