FW
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FullCircle Wealth’s Brown & Brown BRO Stock Holding History

FullCircle Wealth’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 		$227K Buy
2,875
+581
+25% +$56.6K 0.08% 248
2025
Q2 		$213K Buy
2,294
+228
+11% +$25.6K 0.08% 245
2025
Q1 		$237K Buy
2,066
+200
+11% +$22.3K 0.1% 202
2024
Q4 		$207K Buy
+1,866
New +$199K 0.08% 200

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FullCircle Wealth's BRO Position: Q3 2025 in Review

FullCircle Wealth increased its Brown & Brown (BRO) stake by 25% in Q3 2025, buying an estimated $56.6K and bringing the position to 2,875 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #248.

FullCircle Wealth first reported a position in BRO in Q4 2024 and has held it in 4 quarters since. The position peaked at $237K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • FullCircle Wealth held 2,875 shares of Brown & Brown worth $227K as of Q3 2025.
  • FullCircle Wealth bought 581 Brown & Brown shares in Q3 2025, an estimated $56.6K.
  • Brown & Brown made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #248 holding.
  • FullCircle Wealth first reported a position in Brown & Brown in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's Brown & Brown position peaked at $237K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.