Farther Finance Advisors’s Brown & Brown BRO Stock Holding History

Farther Finance 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
2026 Q1	$165K	Sell	2,569 -100	-4%	-$7.21K	﹤0.01%	2152
2025 Q4	$213K	Sell	2,669 -357	-12%	-$29.8K	﹤0.01%	1880
2025 Q3	$284K	Buy	3,026 +84	+3%	+$8.19K	﹤0.01%	1418
2025 Q2	$326K	Sell	2,942 -176	-6%	-$19.8K	0.01%	1134
2025 Q1	$387K	Buy	3,118 +243	+8%	+$27.2K	0.01%	913
2024 Q4	$293K	Sell	2,875 -39	-1%	-$4.17K	0.01%	817
2024 Q3	$302K	Buy	2,914 +455	+19%	+$45.3K	0.01%	824
2024 Q2	$219K	Buy	2,459 +895	+57%	+$77.7K	0.01%	807
2024 Q1	$135K	Sell	1,564 -98	-6%	-$7.88K	0.01%	843
2023 Q4	$118K	Sell	1,662 -3	-0.2%	-$214	0.01%	734
2023 Q3	$116K	Buy	1,665 +119	+8%	+$8.49K	0.02%	509
2023 Q2	$106K	Hold	1,546	–	–	0.02%	443
2023 Q1	$88.8K	Sell	1,546 -198	-11%	-$11.4K	0.03%	432
2022 Q4	$99.4K	Buy	+1,744	New	+$102K	0.04%	331

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

Fidelity Investments

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

Principal Financial Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return