First Affirmative Financial Network’s Brown & Brown BRO Stock Holding History

First Affirmative Financial Network’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 Q3	$244K	Buy	2,597 +304	+13%	+$29.6K	0.11%	229
2025 Q2	$254K	Sell	2,293 -86	-4%	-$9.66K	0.13%	206
2025 Q1	$296K	Sell	2,379 -358	-13%	-$40K	0.18%	163
2024 Q4	$279K	Sell	2,737 -210	-7%	-$22.4K	0.16%	162
2024 Q3	$305K	Sell	2,947 -252	-8%	-$25.1K	0.17%	166
2024 Q2	$286K	Sell	3,199 -702	-18%	-$60.9K	0.2%	158
2024 Q1	$341K	Buy	3,901 +874	+29%	+$70.3K	0.25%	130
2023 Q4	$215K	Buy	+3,027	New	+$216K	0.17%	198

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Affirmative Financial Network's BRO Position: Q3 2025 in Review

First Affirmative Financial Network increased its Brown & Brown (BRO) stake by 13% in Q3 2025, buying an estimated $29.6K and bringing the position to 2,597 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #229.

First Affirmative Financial Network first reported a position in BRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $341K in Q1 2024. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

First Affirmative Financial Network held 2,597 shares of Brown & Brown worth $244K as of Q3 2025.
First Affirmative Financial Network bought 304 Brown & Brown shares in Q3 2025, an estimated $29.6K.
Brown & Brown made up 0.11% of First Affirmative Financial Network's portfolio in Q3 2025, its #229 holding.
First Affirmative Financial Network first reported a position in Brown & Brown in Q4 2023 and has held it in 8 quarters since.
First Affirmative Financial Network's Brown & Brown position peaked at $341K in Q1 2024.
894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on First Affirmative Financial Network's 13F filing for Q3 2025, filed 20 Nov 2025.