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Caerus Investment Advisors’s Brown & Brown BRO Stock Holding History

Caerus Investment 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
-6,501
Closed -$610K – 318
2025
Q3 		$610K Buy
+6,501
New +$634K 0.25% 90

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Caerus Investment Advisors's BRO Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 6,501 shares — an estimated $610K sold.

Caerus Investment Advisors first reported a position in BRO in Q3 2025 and held it in 1 quarter. The position peaked at $610K in Q3 2025. 890 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Caerus Investment Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 6,501 Brown & Brown shares in Q4 2025, an estimated $610K.
  • Caerus Investment Advisors first reported a position in Brown & Brown in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Brown & Brown position peaked at $610K in Q3 2025.
  • 890 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.