FourThought Financial Partners’s Brown & Brown BRO Stock Holding History

FourThought Financial Partners’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	-3,917	Closed	-$367K	–	524
2025 Q3	$367K	Buy	3,917 +1,985	+103%	+$193K	0.03%	240
2025 Q2	$214K	Sell	1,932 -86	-4%	-$9.66K	0.02%	283
2025 Q1	$251K	Sell	2,018 -164	-8%	-$18.3K	0.03%	263
2024 Q4	$223K	Buy	+2,182	New	+$233K	0.02%	290
2024 Q2	–	Sell	-2,549	Closed	-$223K	–	203
2024 Q1	$223K	Buy	+2,549	New	+$205K	0.03%	296
2023 Q1	–	Sell	-4,270	Closed	-$243K	–	326
2022 Q4	$243K	Buy	+4,270	New	+$250K	0.04%	279

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 $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 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

FourThought Financial Partners's BRO Position: Q4 2025 in Review

FourThought Financial Partners sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 3,917 shares — an estimated $367K sold.

FourThought Financial Partners first reported a position in BRO in Q4 2022 and held it in 6 quarters. The position peaked at $367K in Q3 2025. 886 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

FourThought Financial Partners reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
FourThought Financial Partners sold 3,917 Brown & Brown shares in Q4 2025, an estimated $367K.
FourThought Financial Partners first reported a position in Brown & Brown in Q4 2022 and held it in 6 quarters.
FourThought Financial Partners's Brown & Brown position peaked at $367K in Q3 2025.
886 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.