Level Four Advisory Services’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,385
Closed -$224K 845
2025
Q3
$224K Buy
2,385
+10
+0.4% +$975 0.01% 747
2025
Q2
$263K Buy
2,375
+326
+16% +$36.6K 0.01% 676
2025
Q1
$255K Buy
+2,049
New +$229K 0.01% 670

Other funds holding BRO

Level Four Advisory Services's BRO Position: Q4 2025 in Review

Level Four Advisory Services sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,385 shares — an estimated $224K sold.

Level Four Advisory Services first reported a position in BRO in Q1 2025 and held it in 3 quarters. The position peaked at $263K in Q2 2025. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Level Four Advisory Services reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 2,385 Brown & Brown shares in Q4 2025, an estimated $224K.
  • Level Four Advisory Services first reported a position in Brown & Brown in Q1 2025 and held it in 3 quarters.
  • Level Four Advisory Services's Brown & Brown position peaked at $263K in Q2 2025.
  • 887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.