Moneta Group Investment Advisors’s Brown & Brown BRO Stock Holding History

Moneta Group Investment 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	-2,525	Closed	-$237K	–	814
2025 Q3	$237K	Buy	2,525 +2	+0.1%	+$195	﹤0.01%	697
2025 Q2	$280K	Buy	2,523 +24	+1%	+$2.7K	﹤0.01%	580
2025 Q1	$311K	Sell	2,499 -658	-21%	-$73.5K	﹤0.01%	518
2024 Q4	$322K	Sell	3,157 -82	-3%	-$8.76K	﹤0.01%	517
2024 Q3	$336K	Buy	3,239 +68	+2%	+$6.76K	﹤0.01%	490
2024 Q2	$284K	Sell	3,171 -565	-15%	-$49K	﹤0.01%	502
2024 Q1	$327K	Buy	3,736 +418	+13%	+$33.6K	0.01%	459
2023 Q4	$236K	Buy	+3,318	New	+$237K	﹤0.01%	497

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

Moneta Group Investment Advisors's BRO Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,525 shares — an estimated $237K sold.

Moneta Group Investment Advisors first reported a position in BRO in Q4 2023 and held it in 8 quarters. The position peaked at $336K in Q3 2024. 888 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Moneta Group Investment Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,525 Brown & Brown shares in Q4 2025, an estimated $237K.
Moneta Group Investment Advisors first reported a position in Brown & Brown in Q4 2023 and held it in 8 quarters.
Moneta Group Investment Advisors's Brown & Brown position peaked at $336K in Q3 2024.
888 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.