Alliance Wealth Advisors (Utah)’s Brown & Brown BRO Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q4	–	Sell	-2,599	Closed	-$244K	–	255
2025 Q3	$244K	Sell	2,599 -376	-13%	-$36.6K	0.06%	246
2025 Q2	$330K	Sell	2,975 -749	-20%	-$84.2K	0.08%	211
2025 Q1	$463K	Sell	3,724 -221	-6%	-$24.7K	0.12%	166
2024 Q4	$402K	Sell	3,945 -106	-3%	-$11.3K	0.1%	179
2024 Q3	$420K	Buy	4,051 +89	+2%	+$8.85K	0.11%	168
2024 Q2	$354K	Buy	3,962 +79	+2%	+$6.86K	0.1%	176
2024 Q1	$340K	Sell	3,883 -25	-0.6%	-$2.01K	0.1%	184
2023 Q4	$278K	Buy	+3,908	New	+$279K	0.09%	202

Other funds holding BRO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s BRO Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,599 shares — an estimated $244K sold.

Alliance Wealth Advisors (Utah) first reported a position in BRO in Q4 2023 and held it in 8 quarters. The position peaked at $463K in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Alliance Wealth Advisors (Utah) reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 2,599 Brown & Brown shares in Q4 2025, an estimated $244K.
Alliance Wealth Advisors (Utah) first reported a position in Brown & Brown in Q4 2023 and held it in 8 quarters.
Alliance Wealth Advisors (Utah)'s Brown & Brown position peaked at $463K in Q1 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.