Insight Wealth Strategies’s Brown & Brown BRO Stock Holding History

Insight Wealth Strategies’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	-2,056	Closed	-$224K	–	173
2025 Q2	$224K	Sell	2,056 -34,468	-94%	-$3.87M	0.03%	161
2025 Q1	$4.54M	Buy	36,524 +10,301	+39%	+$1.15M	0.61%	41
2024 Q4	$2.68M	Sell	26,223 -776	-3%	-$82.9K	0.36%	79
2024 Q3	$2.8M	Sell	26,999 -894	-3%	-$88.9K	0.37%	70
2024 Q2	$2.49M	Buy	27,893 +322	+1%	+$28K	0.35%	64
2024 Q1	$2.41M	Buy	27,571 +97	+0.4%	+$7.8K	0.35%	57
2023 Q4	$1.95M	Buy	+27,474	New	+$1.96M	0.32%	73

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight Wealth Strategies's BRO Position: Q3 2025 in Review

Insight Wealth Strategies sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,056 shares — an estimated $224K sold.

Insight Wealth Strategies first reported a position in BRO in Q4 2023 and held it in 7 quarters. The position peaked at $4.54M in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Insight Wealth Strategies reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Insight Wealth Strategies sold 2,056 Brown & Brown shares in Q3 2025, an estimated $224K.
Insight Wealth Strategies first reported a position in Brown & Brown in Q4 2023 and held it in 7 quarters.
Insight Wealth Strategies's Brown & Brown position peaked at $4.54M in Q1 2025.
894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.