Capital Advisors Inc’s Brown & Brown BRO Stock Holding History

Capital Advisors Inc’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	-3,219	Closed	-$302K	–	344
2025 Q3	$302K	Buy	+3,219	New	+$314K	0.01%	256

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

Capital Advisors Inc's BRO Position: Q4 2025 in Review

Capital Advisors Inc sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 3,219 shares — an estimated $302K sold.

Capital Advisors Inc first reported a position in BRO in Q3 2025 and held it in 1 quarter. The position peaked at $302K in Q3 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Capital Advisors Inc reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Capital Advisors Inc sold 3,219 Brown & Brown shares in Q4 2025, an estimated $302K.
Capital Advisors Inc first reported a position in Brown & Brown in Q3 2025 and held it in 1 quarter.
Capital Advisors Inc's Brown & Brown position peaked at $302K in Q3 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.