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

Voloridge 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
Q1 		– Sell
-151,093
Closed -$15.4M – 1183
2024
Q4 		$15.4M Sell
151,093
-104,431
-41% -$11.2M 0.05% 434
2024
Q3 		$26.5M Buy
+255,524
New +$25.4M 0.1% 307
2024
Q2 		– Sell
-20,167
Closed -$1.77M – 1209
2024
Q1 		$1.77M Sell
20,167
-195,897
-91% -$15.7M 0.01% 881
2023
Q4 		$15.4M Buy
216,064
+34,248
+19% +$2.45M 0.06% 382
2023
Q3 		$12.7M Buy
181,816
+163,207
+877% +$11.6M 0.06% 398
2023
Q2 		$1.28M Sell
18,609
-90,667
-83% -$5.77M 0.01% 1074
2023
Q1 		$6.27M Buy
109,276
+21,497
+24% +$1.24M 0.03% 605
2022
Q4 		$5M Buy
87,779
+76,988
+713% +$4.5M 0.03% 638
2022
Q3 		$653K Sell
10,791
-5,604
-34% -$353K ﹤0.01% 1227
2022
Q2 		$956K Buy
+16,395
New +$1.01M ﹤0.01% 1203
2022
Q1 		– Sell
-240,914
Closed -$16.9M – 1382
2021
Q4 		$16.9M Buy
240,914
+25,107
+12% +$1.62M 0.09% 304
2021
Q3 		$12M Sell
215,807
-26,776
-11% -$1.49M 0.08% 374
2021
Q2 		$12.9M Sell
242,583
-46,480
-16% -$2.39M 0.09% 310
2021
Q1 		$13.2M Buy
289,063
+173,257
+150% +$7.95M 0.1% 278
2020
Q4 		$5.49M Buy
+115,806
New +$5.33M 0.05% 432
2020
Q2 		– Sell
-123,603
Closed -$4.48M – 1262
2020
Q1 		$4.48M Buy
+123,603
New +$5.23M 0.13% 180
2019
Q4 		– Sell
-62,392
Closed -$2.25M – 1096
2019
Q3 		$2.25M Buy
+62,392
New +$2.23M 0.04% 419
2017
Q1 		– Sell
-92,834
Closed -$2.08M – 490
2016
Q4 		$2.08M Buy
+92,834
New +$1.89M 0.04% 399

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Voloridge Investment Management's BRO Position: Q1 2025 in Review

Voloridge Investment Management sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 151,093 shares — an estimated $15.4M sold.

Voloridge Investment Management first reported a position in BRO in Q4 2016 and held it in 18 quarters. The position peaked at $26.5M in Q3 2024. 908 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Voloridge Investment Management reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 151,093 Brown & Brown shares in Q1 2025, an estimated $15.4M.
  • Voloridge Investment Management first reported a position in Brown & Brown in Q4 2016 and held it in 18 quarters.
  • Voloridge Investment Management's Brown & Brown position peaked at $26.5M in Q3 2024.
  • 908 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Voloridge Investment Management's 13F filing for Q1 2025, filed 15 May 2025.