Legacy Financial Advisors’s Brown & Brown BRO Stock Holding History

Legacy Financial 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	-2,142	Closed	-$201K	–	403
2025 Q3	$201K	Buy	+2,142	New	+$209K	0.03%	403
2019 Q2	–	Sell	-302	Closed	-$9K	–	226
2019 Q1	$9K	Buy	302 +38	+14%	+$1.08K	﹤0.01%	628
2018 Q4	$7K	Buy	264 +56	+27%	+$1.58K	﹤0.01%	644
2018 Q3	$6K	Hold	208	–	–	﹤0.01%	637
2018 Q2	$6K	Hold	208	–	–	﹤0.01%	644
2018 Q1	$5K	Buy	208 +124	+148%	+$3.24K	﹤0.01%	623
2017 Q4	$2K	Buy	+84	New	+$2.11K	﹤0.01%	728

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 $37.4B AUM 35.42% 1-Year Est. Return

Legacy Financial Advisors's BRO Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,142 shares — an estimated $201K sold.

Legacy Financial Advisors first reported a position in BRO in Q4 2017 and held it in 7 quarters. The position peaked at $201K in Q3 2025. 885 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Legacy Financial Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Legacy Financial Advisors sold 2,142 Brown & Brown shares in Q4 2025, an estimated $201K.
Legacy Financial Advisors first reported a position in Brown & Brown in Q4 2017 and held it in 7 quarters.
Legacy Financial Advisors's Brown & Brown position peaked at $201K in Q3 2025.
885 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.