HHM Wealth Advisors’s Brown & Brown BRO Stock Holding History

HHM Wealth Advisors’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	-100	Closed	-$9.38K	–	853
2025 Q3	$9.38K	Hold	100	–	–	﹤0.01%	648
2025 Q2	$11.1K	Hold	100	–	–	﹤0.01%	594
2025 Q1	$12.4K	Sell	100 -4	-4%	-$447	﹤0.01%	569
2024 Q4	$10.6K	Buy	104 +4	+4%	+$427	﹤0.01%	584
2024 Q3	$10.4K	Hold	100	–	–	﹤0.01%	554
2024 Q2	$8.94K	Hold	100	–	–	﹤0.01%	560
2024 Q1	$8.75K	Hold	100	–	–	﹤0.01%	543
2023 Q4	$7.11K	Hold	100	–	–	﹤0.01%	576
2023 Q3	$6.98K	Hold	100	–	–	﹤0.01%	575
2023 Q2	$6.88K	Buy	+100	New	+$6.36K	﹤0.01%	608

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

HHM Wealth Advisors's BRO Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 100 shares — an estimated $9.38K sold.

HHM Wealth Advisors first reported a position in BRO in Q2 2023 and held it in 10 quarters. The position peaked at $12.4K in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

HHM Wealth Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 100 Brown & Brown shares in Q4 2025, an estimated $9.38K.
HHM Wealth Advisors first reported a position in Brown & Brown in Q2 2023 and held it in 10 quarters.
HHM Wealth Advisors's Brown & Brown position peaked at $12.4K in Q1 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.