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Kesler Norman & Wride’s Brown & Brown BRO Stock Holding History

Kesler Norman & Wride’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
-17,951
Closed -$1.83M – 239
2025
Q3 		$1.83M Buy
17,951
+187
+1% +$18.2K 0.36% 66
2025
Q2 		$1.97M Sell
17,764
-379
-2% -$42.6K 0.35% 66
2025
Q1 		$2.26M Buy
18,143
+192
+1% +$21.5K 0.43% 59
2024
Q4 		$1.83M Sell
17,951
-4,386
-20% -$468K 0.4% 61
2024
Q3 		$2.31M Sell
22,337
-3,853
-15% -$383K 0.45% 57
2024
Q2 		$2.34M Sell
26,190
-2,081
-7% -$181K 0.5% 61
2024
Q1 		$2.47M Sell
28,271
-3,025
-10% -$243K 0.53% 62
2023
Q4 		$2.23M Sell
31,296
-574
-2% -$41K 0.51% 57
2023
Q3 		$2.23M Sell
31,870
-3,331
-9% -$238K 0.56% 56
2023
Q2 		$2.42M Buy
35,201
+538
+2% +$34.2K 0.59% 51
2023
Q1 		$1.99M Buy
34,663
+2,412
+7% +$139K 0.5% 61
2022
Q4 		$1.84M Buy
32,251
+10,634
+49% +$622K 0.47% 65
2022
Q3 		$1.31M Sell
21,617
-63
-0.3% -$3.96K 0.36% 75
2022
Q2 		$1.26M Sell
21,680
-169
-0.8% -$10.4K 0.35% 74
2022
Q1 		$1.58M Sell
21,849
-72
-0.3% -$4.83K 0.35% 71
2021
Q4 		$1.54M Sell
21,921
-188
-0.9% -$12.1K 0.33% 73
2021
Q3 		$1.23M Sell
22,109
-106
-0.5% -$5.91K 0.29% 84
2021
Q2 		$1.21M Sell
22,215
-227
-1% -$11.7K 0.28% 89
2021
Q1 		$1.03M Sell
22,442
-18
-0.1% -$826 0.25% 98
2020
Q4 		$1.06M Buy
+22,460
New +$1.03M 0.3% 88

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Kesler Norman & Wride's BRO Position: Q4 2025 in Review

Kesler Norman & Wride sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 17,951 shares — an estimated $1.83M sold.

Kesler Norman & Wride first reported a position in BRO in Q4 2020 and held it in 20 quarters. The position peaked at $2.47M in Q1 2024. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Kesler Norman & Wride reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Kesler Norman & Wride sold 17,951 Brown & Brown shares in Q4 2025, an estimated $1.83M.
  • Kesler Norman & Wride first reported a position in Brown & Brown in Q4 2020 and held it in 20 quarters.
  • Kesler Norman & Wride's Brown & Brown position peaked at $2.47M in Q1 2024.
  • 889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Kesler Norman & Wride's 13F filing for Q4 2025, filed 10 Feb 2026.