B. Riley Wealth Advisors’s Brown & Brown BRO Stock Holding History

B. Riley Wealth Advisors’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	-2,142	Closed	-$201K	–	1041
2025 Q3	$201K	Buy	+2,142	New	+$209K	0.01%	895
2015 Q1	–	Sell	-3,964	Closed	-$65	–	744
2014 Q4	$65	Buy	+3,964	New	+$63.7K	﹤0.01%	1956
2014 Q3	–	Sell	-4,424	Closed	-$67.9K	–	798
2014 Q2	$67.9K	Buy	+4,424	New	+$66.5K	0.02%	888

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

B. Riley Wealth Advisors's BRO Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,142 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in BRO in Q2 2014 and held it in 3 quarters. The position peaked at $201K in Q3 2025. 885 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

B. Riley Wealth Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,142 Brown & Brown shares in Q4 2025, an estimated $201K.
B. Riley Wealth Advisors first reported a position in Brown & Brown in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Brown & Brown position peaked at $201K in Q3 2025.
885 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.