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Callahan Advisors’s Brown & Brown BRO Stock Holding History

Callahan 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
-2,458
Closed -$231K – 176
2025
Q3 		$231K Hold
2,458
– – 0.02% 155
2025
Q2 		$273K Hold
2,458
– – 0.02% 147
2025
Q1 		$306K Hold
2,458
– – 0.03% 139
2024
Q4 		$251K Buy
+2,458
New +$262K 0.02% 150

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 $3.37T AUM 44.26% 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

Callahan Advisors's BRO Position: Q4 2025 in Review

Callahan Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,458 shares — an estimated $231K sold.

Callahan Advisors first reported a position in BRO in Q4 2024 and held it in 4 quarters. The position peaked at $306K in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Callahan Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Callahan Advisors sold 2,458 Brown & Brown shares in Q4 2025, an estimated $231K.
  • Callahan Advisors first reported a position in Brown & Brown in Q4 2024 and held it in 4 quarters.
  • Callahan Advisors's Brown & Brown position peaked at $306K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Callahan Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.