Moss Adams Wealth Advisors’s Brown & Brown BRO Stock Holding History

Moss Adams 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	-2,351	Closed	-$221K	–	266
2025 Q3	$221K	Buy	+2,351	New	+$229K	0.02%	234
2025 Q2	–	Sell	-1,753	Closed	-$218K	–	258
2025 Q1	$218K	Buy	+1,753	New	+$196K	0.02%	198

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

Moss Adams Wealth Advisors's BRO Position: Q4 2025 in Review

Moss Adams Wealth Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,351 shares — an estimated $221K sold.

Moss Adams Wealth Advisors first reported a position in BRO in Q1 2025 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Moss Adams Wealth Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Moss Adams Wealth Advisors sold 2,351 Brown & Brown shares in Q4 2025, an estimated $221K.
Moss Adams Wealth Advisors first reported a position in Brown & Brown in Q1 2025 and held it in 2 quarters.
Moss Adams Wealth Advisors's Brown & Brown position peaked at $221K in Q3 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.