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Kurt F. Somerville’s Brown & Brown BRO Stock Holding History

Kurt F. Somerville’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
-2,750
Closed -$258K – 110
2025
Q3 		$258K Hold
2,750
– – 0.04% 103
2025
Q2 		$305K Sell
2,750
-250
-8% -$28.1K 0.05% 93
2025
Q1 		$373K Buy
+3,000
New +$335K 0.07% 82

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 $3.37T AUM 44.26% 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

Kurt F. Somerville's BRO Position: Q4 2025 in Review

Kurt F. Somerville sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,750 shares — an estimated $258K sold.

Kurt F. Somerville first reported a position in BRO in Q1 2025 and held it in 3 quarters. The position peaked at $373K in Q1 2025. 888 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Kurt F. Somerville reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Kurt F. Somerville sold 2,750 Brown & Brown shares in Q4 2025, an estimated $258K.
  • Kurt F. Somerville first reported a position in Brown & Brown in Q1 2025 and held it in 3 quarters.
  • Kurt F. Somerville's Brown & Brown position peaked at $373K in Q1 2025.
  • 888 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Kurt F. Somerville's 13F filing for Q4 2025, filed 17 Feb 2026.