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BOLTON SECURITIES CORPORATION’s Brown & Brown BRO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$9.7M Buy
+78,248
New +$8.74M 0.57% 27

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BRO Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Brown & Brown (BRO) in Q1 2025: 78,248 shares worth $9.7M. The stake represents 0.57% of the portfolio and ranks #27 among its holdings.

913 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 78,248 shares of Brown & Brown worth $9.7M as of Q1 2025.
  • Brown & Brown was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • Brown & Brown made up 0.57% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #27 holding.
  • 913 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.