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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vienna Insurance Group's BRO Position: Q3 2025 in Review

Vienna Insurance Group sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 6,997 shares — an estimated $776K sold.

Vienna Insurance Group first reported a position in BRO in Q1 2023 and held it in 10 quarters. The position peaked at $1.77M in Q3 2023. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Vienna Insurance Group reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Vienna Insurance Group sold 6,997 Brown & Brown shares in Q3 2025, an estimated $776K.
Vienna Insurance Group first reported a position in Brown & Brown in Q1 2023 and held it in 10 quarters.
Vienna Insurance Group's Brown & Brown position peaked at $1.77M in Q3 2023.
896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Vienna Insurance Group's 13F filing for Q3 2025, filed 3 Nov 2025.