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Freedom Day Solutions’s Brown & Brown BRO Stock Holding History

Freedom Day 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
-18,632
Closed -$1.75M – 94
2025
Q3 		$1.75M Buy
18,632
+129
+0.7% +$12.6K 0.47% 66
2025
Q2 		$2.05M Buy
+18,503
New +$2.08M 0.61% 57

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Freedom Day Solutions's BRO Position: Q4 2025 in Review

Freedom Day Solutions sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 18,632 shares — an estimated $1.75M sold.

Freedom Day Solutions first reported a position in BRO in Q2 2025 and held it in 2 quarters. The position peaked at $2.05M in Q2 2025. 884 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Freedom Day Solutions reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Freedom Day Solutions sold 18,632 Brown & Brown shares in Q4 2025, an estimated $1.75M.
  • Freedom Day Solutions first reported a position in Brown & Brown in Q2 2025 and held it in 2 quarters.
  • Freedom Day Solutions's Brown & Brown position peaked at $2.05M in Q2 2025.
  • 884 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Freedom Day Solutions's 13F filing for Q4 2025, filed 4 Feb 2026.