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YCM
Yousif Capital Management’s
Brown & Brown
BRO
Stock Holding History
Yousif Capital 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
2026
Q1
$6.97M
Buy
106,941
+3,617
+4%
+$261K
0.08%
224
2025
Q4
$8.17M
Sell
103,324
-1,630
-2%
-$136K
0.09%
201
2025
Q3
$9.84M
Sell
104,954
-2,804
-3%
-$273K
0.11%
165
2025
Q2
$11.9M
Sell
107,758
-7,028
-6%
-$790K
0.13%
142
2025
Q1
$14.3M
Sell
114,786
-9,472
-8%
-$1.06M
0.17%
115
2024
Q4
$12.7M
Sell
124,258
-426
-0.3%
-$45.5K
0.14%
127
2024
Q3
$12.9M
Sell
124,684
-7,066
-5%
-$703K
0.14%
133
2024
Q2
$11.8M
Sell
131,750
-3,793
-3%
-$329K
0.13%
137
2024
Q1
$11.9M
Buy
135,543
+130
+0.1%
+$10.5K
0.13%
140
2023
Q4
$9.63M
Sell
135,413
-5,404
-4%
-$386K
0.11%
160
2023
Q3
$9.83M
Sell
140,817
-1,847
-1%
-$132K
0.13%
151
2023
Q2
$9.82M
Sell
142,664
-1,941
-1%
-$123K
0.12%
158
2023
Q1
$8.3M
Buy
144,605
+10,241
+8%
+$589K
0.11%
175
2022
Q4
$7.65M
Sell
134,364
-543
-0.4%
-$31.8K
0.1%
196
2022
Q3
$8.16M
Buy
134,907
+5,964
+5%
+$375K
0.12%
174
2022
Q2
$7.52M
Sell
128,943
-5,453
-4%
-$335K
0.1%
198
2022
Q1
$9.71M
Buy
134,396
+86,258
+179%
+$5.78M
0.11%
178
2021
Q4
$3.38M
Buy
+48,138
New
+$3.11M
0.04%
604
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1-Year Est. Return
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1-Year Est. Return
Fidelity Investments
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1-Year Est. Return
Principal Financial Group
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$187B AUM
18.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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