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

IBEX 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 Q3	–	Sell	-67,426	Closed	-$7.48M	–	205
2025 Q2	$7.48M	Sell	67,426 -661	-1%	-$74.3K	0.8%	36
2025 Q1	$8.47M	Buy	68,087 +6,359	+10%	+$711K	1.12%	30
2024 Q4	$6.3M	Buy	+61,728	New	+$6.59M	0.74%	45
2024 Q3	–	Sell	-56,065	Closed	-$5.01M	–	95
2024 Q2	$5.01M	Buy	+56,065	New	+$4.87M	0.78%	39
2024 Q1	–	Sell	-37,000	Closed	-$2.64M	–	116
2023 Q4	$2.64M	Buy	+37,000	New	+$2.64M	0.57%	57

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IBEX Wealth Advisors's BRO Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 67,426 shares — an estimated $7.48M sold.

IBEX Wealth Advisors first reported a position in BRO in Q4 2023 and held it in 5 quarters. The position peaked at $8.47M in Q1 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

IBEX Wealth Advisors reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 67,426 Brown & Brown shares in Q3 2025, an estimated $7.48M.
IBEX Wealth Advisors first reported a position in Brown & Brown in Q4 2023 and held it in 5 quarters.
IBEX Wealth Advisors's Brown & Brown position peaked at $8.47M in Q1 2025.
896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.