Financiere des Professionnels’s Brown & Brown BRO Stock Holding History

Financiere des Professionnels’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	-1,131	Closed	-$106K	–	330
2025 Q3	$106K	Sell	1,131 -7,618	-87%	-$742K	0.01%	354
2025 Q2	$970K	Sell	8,749 -2,267	-21%	-$255K	0.06%	164
2025 Q1	$1.37M	Buy	11,016 +2,162	+24%	+$242K	0.09%	123
2024 Q4	$903K	Buy	+8,854	New	+$945K	0.06%	132

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

Financiere des Professionnels's BRO Position: Q4 2025 in Review

Financiere des Professionnels sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 1,131 shares — an estimated $106K sold.

Financiere des Professionnels first reported a position in BRO in Q4 2024 and held it in 4 quarters. The position peaked at $1.37M in Q1 2025. 890 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Financiere des Professionnels reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Financiere des Professionnels sold 1,131 Brown & Brown shares in Q4 2025, an estimated $106K.
Financiere des Professionnels first reported a position in Brown & Brown in Q4 2024 and held it in 4 quarters.
Financiere des Professionnels's Brown & Brown position peaked at $1.37M in Q1 2025.
890 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Financiere des Professionnels's 13F filing for Q4 2025, filed 11 Feb 2026.