Focus Partners Advisor Solutions’s Brown & Brown BRO Stock Holding History

Focus Partners Advisor Solutions’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	-3,150	Closed	-$262K	–	1113
2025 Q3	$262K	Buy	+3,150	New	+$307K	﹤0.01%	962
2022 Q2	–	Sell	-4,138	Closed	-$299K	–	364
2022 Q1	$299K	Buy	+4,138	New	+$278K	0.03%	242

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 $3.37T AUM 44.26% 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

Focus Partners Advisor Solutions's BRO Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 3,150 shares — an estimated $262K sold.

Focus Partners Advisor Solutions first reported a position in BRO in Q1 2022 and held it in 2 quarters. The position peaked at $299K in Q1 2022. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Focus Partners Advisor Solutions reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 3,150 Brown & Brown shares in Q4 2025, an estimated $262K.
Focus Partners Advisor Solutions first reported a position in Brown & Brown in Q1 2022 and held it in 2 quarters.
Focus Partners Advisor Solutions's Brown & Brown position peaked at $299K in Q1 2022.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.