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

Kingswood 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 Q4	–	Sell	-3,341	Closed	-$313K	–	873
2025 Q3	$313K	Buy	3,341 +253	+8%	+$24.7K	0.02%	614
2025 Q2	$342K	Buy	3,088 +98	+3%	+$11K	0.03%	528
2025 Q1	$372K	Sell	2,990 -11	-0.4%	-$1.23K	0.03%	477
2024 Q4	$306K	Buy	+3,001	New	+$320K	0.02%	597

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Kingswood Wealth Advisors's BRO Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 3,341 shares — an estimated $313K sold.

Kingswood Wealth Advisors first reported a position in BRO in Q4 2024 and held it in 4 quarters. The position peaked at $372K in Q1 2025. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Kingswood Wealth Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 3,341 Brown & Brown shares in Q4 2025, an estimated $313K.
Kingswood Wealth Advisors first reported a position in Brown & Brown in Q4 2024 and held it in 4 quarters.
Kingswood Wealth Advisors's Brown & Brown position peaked at $372K in Q1 2025.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.