GPS Wealth Strategies Group’s Brown & Brown BRO Stock Holding History

GPS Wealth Strategies Group’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	-285	Closed	-$26.7K	–	680
2025 Q3	$26.7K	Sell	285 -304	-52%	-$29.6K	﹤0.01%	819
2025 Q2	$65.3K	Hold	589	–	–	0.01%	580
2025 Q1	$73.3K	Hold	589	–	–	0.01%	530
2024 Q4	$60.1K	Hold	589	–	–	0.01%	543
2024 Q3	$61K	Hold	589	–	–	0.01%	539
2024 Q2	$52.7K	Hold	589	–	–	0.01%	522
2024 Q1	$51.6K	Hold	589	–	–	0.01%	502
2023 Q4	$41.9K	Hold	589	–	–	0.01%	529
2023 Q3	$41.1K	Buy	589 +354	+151%	+$25.2K	0.01%	524
2023 Q2	$16.2K	Buy	235 +96	+69%	+$6.11K	﹤0.01%	736
2023 Q1	$7.98K	Buy	+139	New	+$7.99K	﹤0.01%	878
2022 Q4	–	Sell	-139	Closed	-$8K	–	235
2022 Q3	$8K	Hold	139	–	–	﹤0.01%	801
2022 Q2	$8K	Hold	139	–	–	﹤0.01%	799
2022 Q1	$10K	Hold	139	–	–	﹤0.01%	716
2021 Q4	$10K	Buy	+139	New	+$8.97K	﹤0.01%	729

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 $3.38T AUM 44.17% 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

GPS Wealth Strategies Group's BRO Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 285 shares — an estimated $26.7K sold.

GPS Wealth Strategies Group first reported a position in BRO in Q4 2021 and held it in 15 quarters. The position peaked at $73.3K in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 285 Brown & Brown shares in Q4 2025, an estimated $26.7K.
GPS Wealth Strategies Group first reported a position in Brown & Brown in Q4 2021 and held it in 15 quarters.
GPS Wealth Strategies Group's Brown & Brown position peaked at $73.3K in Q1 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.