VIA
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Virtus Investment Advisers’s Brown & Brown BRO Stock Holding History

Virtus Investment 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
Q4 		– Sell
-17,859
Closed -$1.67M – 472
2025
Q3 		$1.67M Buy
17,859
+5,750
+47% +$560K 0.48% 113
2025
Q2 		$1.34M Sell
12,109
-1,418
-10% -$159K 0.45% 122
2025
Q1 		$1.68M Buy
13,527
+11,803
+685% +$1.32M 0.46% 11
2024
Q4 		$176K Hold
1,724
– – 0.14% 206
2024
Q3 		$179K Hold
1,724
– – 0.14% 210
2024
Q2 		$154K Sell
1,724
-896
-34% -$77.8K 0.13% 206
2024
Q1 		$229K Sell
2,620
-280
-10% -$22.5K 0.16% 171
2023
Q4 		$206K Buy
+2,900
New +$207K 0.15% 184

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return