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Virtus ETF Advisers’s Brown & Brown BRO Stock Holding History

Virtus ETF Advisers’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
-1,724
Closed -$191K – 469
2025
Q2 		$191K Hold
1,724
– – 0.12% 211
2025
Q1 		$214K Sell
1,724
-9,410
-85% -$1.05M 0.14% 199
2024
Q4 		$1.14M Buy
11,134
+2,206
+25% +$236K 0.46% 77
2024
Q3 		$925K Sell
8,928
-1,116
-11% -$111K 0.43% 85
2024
Q2 		$898K Buy
10,044
+441
+5% +$38.3K 0.44% 74
2024
Q1 		$841K Buy
9,603
+853
+10% +$68.6K 0.45% 66
2023
Q4 		$622K Sell
8,750
-1,739
-17% -$124K 0.4% 99
2023
Q3 		$733K Buy
+10,489
New +$748K 0.44% 63
2023
Q2 		– Sell
-14,323
Closed -$822K – 442
2023
Q1 		$822K Buy
14,323
+1,769
+14% +$102K 0.45% 95
2022
Q4 		$715K Buy
12,554
+1,658
+15% +$97K 0.37% 116
2022
Q3 		$659K Buy
10,896
+250
+2% +$15.7K 0.26% 134
2022
Q2 		$621K Buy
+10,646
New +$653K 0.23% 179
2020
Q3 		– Sell
-317
Closed -$13K – 338
2020
Q2 		$13K Buy
+317
New +$12.2K 0.01% 413

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Virtus ETF Advisers's BRO Position: Q3 2025 in Review

Virtus ETF Advisers sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 1,724 shares — an estimated $191K sold.

Virtus ETF Advisers first reported a position in BRO in Q2 2020 and held it in 13 quarters. The position peaked at $1.14M in Q4 2024. 897 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Virtus ETF Advisers reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 1,724 Brown & Brown shares in Q3 2025, an estimated $191K.
  • Virtus ETF Advisers first reported a position in Brown & Brown in Q2 2020 and held it in 13 quarters.
  • Virtus ETF Advisers's Brown & Brown position peaked at $1.14M in Q4 2024.
  • 897 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Virtus ETF Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.