Winnow Wealth’s Brown & Brown BRO Stock Holding History

Winnow Wealth’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	-8	Closed	-$879	–	234
2025 Q1	$879	Buy	8 +3	+60%	+$335	﹤0.01%	405
2024 Q4	$490	Buy	+5	New	+$534	﹤0.01%	437

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Winnow Wealth's BRO Position: Q2 2025 in Review

Winnow Wealth sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 8 shares — an estimated $879 sold.

Winnow Wealth first reported a position in BRO in Q4 2024 and held it in 2 quarters. The position peaked at $879 in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Winnow Wealth reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Winnow Wealth sold 8 Brown & Brown shares in Q2 2025, an estimated $879.
Winnow Wealth first reported a position in Brown & Brown in Q4 2024 and held it in 2 quarters.
Winnow Wealth's Brown & Brown position peaked at $879 in Q1 2025.
928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.