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Vinva Investment Management’s Brown & Brown BRO Stock Holding History

Vinva Investment Management’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
-10,055
Closed -$1.24M – 409
2025
Q1 		$1.24M Buy
10,055
+2,716
+37% +$303K 0.05% 260
2024
Q4 		$749K Sell
7,339
-4,965
-40% -$530K 0.03% 319
2024
Q3 		$1.26M Buy
12,304
+73
+0.6% +$7.26K 0.05% 268
2024
Q2 		$1.1M Buy
12,231
+752
+7% +$65.3K 0.06% 281
2024
Q1 		$1M Buy
11,479
+3,157
+38% +$254K 0.06% 291
2023
Q4 		$590K Buy
8,322
+2,404
+41% +$172K 0.04% 318
2023
Q3 		$419K Sell
5,918
-1,036
-15% -$73.9K 0.04% 308
2023
Q2 		$471K Buy
6,954
+2,825
+68% +$180K 0.04% 312
2023
Q1 		$234K Buy
+4,129
New +$237K 0.02% 387

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
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 $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vinva Investment Management's BRO Position: Q2 2025 in Review

Vinva Investment Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 10,055 shares — an estimated $1.24M sold.

Vinva Investment Management first reported a position in BRO in Q1 2023 and held it in 9 quarters. The position peaked at $1.26M in Q3 2024. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Vinva Investment Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Vinva Investment Management sold 10,055 Brown & Brown shares in Q2 2025, an estimated $1.24M.
  • Vinva Investment Management first reported a position in Brown & Brown in Q1 2023 and held it in 9 quarters.
  • Vinva Investment Management's Brown & Brown position peaked at $1.26M in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Vinva Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.