Brown Advisory Inc Incresed Positions in Q1 2025

Brown Advisory Inc

  • $66.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FHN
First Horizon Corp

Financial Services
8.11K
+ 13.31%
$17.7 - $22.43 $144K - $182K
69K $1.34M
VDE
Vanguard Energy ETF

ETFs
729
+ 37.6%
$119.14 - $132.76 $86.9K - $96.8K
2.67K $346K
EQNR
Equinor Asa

Energy
2.95K
+ 30.49%
$22.37 - $26.45 $65.9K - $77.9K
12.6K $333K
BRO
Brown & Brown, Inc.

Financial Services
79
+ 1.9%
$100.54 - $124.4 $7.94K - $9.83K
4.24K $527K
TD
Toronto Dominion Bank

Financial Services
919
+ 13.84%
$53.12 - $61.15 $48.8K - $56.2K
7.56K $453K
XLP
Consumer Staples Sector Spdr

ETFs
1.32K
+ 48.36%
N/A
4.04K $306K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.97K
+ 3.55%
$78.0 - $84.37 $154K - $166K
57.4K $4.58M
MRNA
Moderna, Inc.

Healthcare
6.76K
+ 92.22%
$28.35 - $47.53 $192K - $321K
14.1K $399K
UHS
Universal Health Services Inc

Healthcare
264
+ 5.4%
$163.99 - $193.27 $43.3K - $51K
5.15K $968K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17
+ 0.04%
$73.78 - $76.59 $1.25K - $1.3K
48.3K $3.7M
CDW
Cdw Corp

Technology
625
+ 43.65%
$160.26 - $206.13 $100K - $129K
2.06K $329K
CHTR
Charter Communications, Inc.

Communication Services
29
+ 1.08%
$334.89 - $384.77 $9.71K - $11.2K
2.7K $996K
NU
Nu Holdings Ltd.

Financial Services
7.66K
+ 32.33%
$10.12 - $13.95 $77.6K - $107K
31.4K $321K
PPL
Ppl Corp

Utilities
1.18K
+ 13.71%
$31.68 - $36.11 $37.2K - $42.4K
9.75K $352K
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.17K
+ 10.51%
$9.47 - $11.46 $58.4K - $70.7K
64.8K $695K
REZ
Ishares Tr Residential And Mul

ETFs
59
+ 0.51%
$78.21 - $88.48 $4.61K - $5.22K
11.7K $1.01M
CTRA
Coterra Energy Inc.

Energy
894
+ 7.37%
$25.51 - $29.83 $22.8K - $26.7K
13K $376K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.83K
+ 15.44%
$17.15 - $21.07 $31.4K - $38.5K
13.7K $273K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
4.67K
+ 21.62%
$12.04 - $13.32 $56.2K - $62.2K
26.3K $329K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.06K
+ 8.84%
$20.64 - $20.73 $63.1K - $63.4K
37.6K $777K
DCI
Donaldson CO Inc

Industrials
1.07K
+ 2.49%
$66.51 - $72.28 $71.3K - $77.5K
44.1K $2.96M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.42K
+ 6.69%
$25.81 - $28.52 $36.7K - $40.6K
22.7K $625K
LNC
Lincoln National Corp

Financial Services
120
+ 0.94%
$30.06 - $39.23 $3.61K - $4.71K
12.9K $463K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.86K
+ 12.04%
$40.08 - $45.85 $74.3K - $85.1K
17.3K $754K
BNL
Broadstone Net Lease, Inc.

Real Estate
93
+ 0.2%
$15.2 - $17.25 $1.41K - $1.6K
46.9K $799K
MPC
Marathon Petroleum Corp

Energy
137
+ 2.3%
$134.72 - $159.03 $18.5K - $21.8K
6.1K $889K
CBOE
Cboe Global Markets, Inc.

Financial Services
24
+ 1.69%
$190.84 - $226.29 $4.58K - $5.43K
1.44K $326K
XLI
Industrial Sector Spdr

ETFs
408
+ 5.89%
$128.78 - $141.67 $52.5K - $57.8K
7.34K $961K
ACM
Aecom

Industrials
975
+ 32.71%
$92.54 - $111.05 $90.2K - $108K
3.96K $366K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
525
+ 10.02%
$90.0 - $96.32 $47.3K - $50.6K
5.76K $531K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
12
+ 0.26%
$60.74 - $73.87 $729 - $886
4.59K $339K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3K
+ 13.75%
$25.58 - $29.24 $76.8K - $87.8K
24.8K $651K
AVUV
American Centy ETF Tr Avantis

ETFs
1.41K
+ 16.95%
$84.95 - $100.62 $120K - $142K
9.74K $848K
SJM
J M Smucker CO

Consumer Defensive
49
+ 1.05%
$100.41 - $118.41 $4.92K - $5.8K
4.73K $560K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4
+ 0.05%
$68.32 - $75.06 $273 - $300
8.82K $659K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27
+ 0.05%
$44.41 - $45.98 $1.2K - $1.24K
52.4K $2.39M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.97K
+ 3.95%
$19.42 - $19.54 $38.2K - $38.4K
51.7K $1.01M
RJF
Raymond James Financial Inc

Financial Services
466
+ 30.98%
$137.62 - $172.64 $64.1K - $80.5K
1.97K $273K
VFH
Vanguard Financial ETF

ETFs
250
+ 4.26%
$114.07 - $127.34 $28.5K - $31.8K
6.12K $731K
HRB
H&R Block Inc

Consumer Cyclical
191
+ 1.63%
$49.96 - $55.97 $9.54K - $10.7K
11.9K $655K
CAPL
Cross America Partners LP

Energy
26
+ 0.22%
$21.88 - $24.57 $569 - $639
12K $296K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.62K
+ 3.69%
N/A
45.4K $860K
CFG
Citizens Financial Group Inc

Financial Services
998
+ 21.73%
$39.73 - $48.36 $39.7K - $48.3K
5.59K $229K
DHI
Horton D R Inc

Consumer Cyclical
749
+ 13.97%
$125.29 - $147.65 $93.8K - $111K
6.11K $776K
VIS
Vanguard Industrial ETF

ETFs
165
+ 8.48%
$243.63 - $273.99 $40.2K - $45.2K
2.11K $522K
OGN
Organon & Co.

Healthcare
1.84K
+ 6.48%
$14.29 - $16.41 $26.2K - $30.1K
30.2K $449K
DFS
Discover Financial Services

Financial Services
285
+ 3.08%
$152.99 - $203.25 $43.6K - $57.9K
9.53K $1.63M
HAL
Halliburton CO

Energy
2.54K
+ 11.98%
$24.15 - $29.9 $61.2K - $75.8K
23.7K $601K
FAF
First American Financial Corp

Financial Services
141
+ 2.91%
$57.7 - $66.47 $8.14K - $9.37K
4.98K $327K
Activity Summary
Buys All Purchases 520 New Holdings 109 Increased Positions 411 Sells All Sells 641 Reductions 641 Sold out 0 Options Calls 0 Puts 0
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