JDM Financial Group’s Brown & Brown BRO Stock Holding History

JDM Financial Group’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	-45	Closed	-$4.22K	–	256
2025 Q3	$4.22K	Hold	45	–	–	﹤0.01%	244
2025 Q2	$4.99K	Hold	45	–	–	﹤0.01%	216
2025 Q1	$5.6K	Hold	45	–	–	﹤0.01%	209
2024 Q4	$4.59K	Hold	45	–	–	﹤0.01%	224
2024 Q3	$4.66K	Hold	45	–	–	﹤0.01%	219
2024 Q2	$4.02K	Hold	45	–	–	﹤0.01%	198
2024 Q1	$3.94K	Hold	45	–	–	﹤0.01%	191
2023 Q4	$3.2K	Hold	45	–	–	﹤0.01%	192
2023 Q3	$3.14K	Hold	45	–	–	﹤0.01%	191
2023 Q2	$3.1K	Hold	45	–	–	﹤0.01%	194
2023 Q1	$2.58K	Hold	45	–	–	﹤0.01%	208
2022 Q4	$2.56K	Buy	+45	New	+$2.63K	﹤0.01%	200

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JDM Financial Group's BRO Position: Q4 2025 in Review

JDM Financial Group sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 45 shares — an estimated $4.22K sold.

JDM Financial Group first reported a position in BRO in Q4 2022 and held it in 12 quarters. The position peaked at $5.6K in Q1 2025. 884 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

JDM Financial Group reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 45 Brown & Brown shares in Q4 2025, an estimated $4.22K.
JDM Financial Group first reported a position in Brown & Brown in Q4 2022 and held it in 12 quarters.
JDM Financial Group's Brown & Brown position peaked at $5.6K in Q1 2025.
884 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.