Kestra Private Wealth Services’s Brown & Brown BRO Stock Holding History

Kestra Private Wealth Services’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	-2,239	Closed	-$248K	–	1679
2025 Q2	$248K	Sell	2,239 -4,633	-67%	-$521K	﹤0.01%	1395
2025 Q1	$855K	Buy	6,872 +389	+6%	+$43.5K	0.01%	737
2024 Q4	$661K	Buy	6,483 +406	+7%	+$43.4K	0.01%	810
2024 Q3	$630K	Buy	6,077 +124	+2%	+$12.3K	0.01%	793
2024 Q2	$532K	Buy	+5,953	New	+$517K	0.01%	805

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

Kestra Private Wealth Services's BRO Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,239 shares — an estimated $248K sold.

Kestra Private Wealth Services first reported a position in BRO in Q2 2024 and held it in 5 quarters. The position peaked at $855K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Kestra Private Wealth Services reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 2,239 Brown & Brown shares in Q3 2025, an estimated $248K.
Kestra Private Wealth Services first reported a position in Brown & Brown in Q2 2024 and held it in 5 quarters.
Kestra Private Wealth Services's Brown & Brown position peaked at $855K in Q1 2025.
894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.