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

Hohimer 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 Q4	–	Sell	-6,756	Closed	-$634K	–	326
2025 Q3	$634K	Buy	+6,756	New	+$658K	0.09%	176

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 $3.37T AUM 44.26% 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

Hohimer Wealth Management's BRO Position: Q4 2025 in Review

Hohimer Wealth Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 6,756 shares — an estimated $634K sold.

Hohimer Wealth Management first reported a position in BRO in Q3 2025 and held it in 1 quarter. The position peaked at $634K in Q3 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Hohimer Wealth Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Hohimer Wealth Management sold 6,756 Brown & Brown shares in Q4 2025, an estimated $634K.
Hohimer Wealth Management first reported a position in Brown & Brown in Q3 2025 and held it in 1 quarter.
Hohimer Wealth Management's Brown & Brown position peaked at $634K in Q3 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Hohimer Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.