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Hemington Wealth Management’s Brown & Brown BRO Stock Holding History

Hemington Wealth Management’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 		$24K Sell
259
-107
-29% -$10.4K ﹤0.01% 570
2025
Q2 		$40K Buy
366
+23
+7% +$2.58K 0.01% 389
2025
Q1 		$42K Buy
343
+67
+24% +$7.49K 0.01% 361
2024
Q4 		$28K Buy
276
+45
+19% +$4.8K 0.01% 448
2024
Q3 		$24K Buy
+231
New +$23K 0.01% 465

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hemington Wealth Management's BRO Position: Q3 2025 in Review

Hemington Wealth Management reduced its Brown & Brown (BRO) stake by 29% in Q3 2025, selling an estimated $10.4K and leaving 259 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Hemington Wealth Management first reported a position in BRO in Q3 2024 and has held it in 5 quarters since. The position peaked at $42K in Q1 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Hemington Wealth Management held 259 shares of Brown & Brown worth $24K as of Q3 2025.
  • Hemington Wealth Management sold 107 Brown & Brown shares in Q3 2025, an estimated $10.4K.
  • Brown & Brown made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #570 holding.
  • Hemington Wealth Management first reported a position in Brown & Brown in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Brown & Brown position peaked at $42K in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.