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Accredited Wealth Management’s Brown & Brown BRO Stock Holding History

Accredited Wealth 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
Q3 		$11.6K Sell
42
-82
-66% -$7.99K 0.01% 251
2025
Q2 		$13.7K Hold
124
– – 0.01% 228
2025
Q1 		$15.4K Buy
+124
New +$13.9K 0.01% 203

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accredited Wealth Management's BRO Position: Q3 2025 in Review

Accredited Wealth Management reduced its Brown & Brown (BRO) stake by 66% in Q3 2025, selling an estimated $7.99K and leaving 42 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #251.

Accredited Wealth Management first reported a position in BRO in Q1 2025 and has held it in 3 quarters since. The position peaked at $15.4K in Q1 2025. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Accredited Wealth Management held 42 shares of Brown & Brown worth $11.6K as of Q3 2025.
  • Accredited Wealth Management sold 82 Brown & Brown shares in Q3 2025, an estimated $7.99K.
  • Brown & Brown made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #251 holding.
  • Accredited Wealth Management first reported a position in Brown & Brown in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Brown & Brown position peaked at $15.4K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.