New Age Alpha Advisors’s Brown & Brown BRO Stock Holding History

New Age Alpha 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	-27,170	Closed	-$2.55M	–	782
2025 Q3	$2.55M	Sell	27,170 -725	-3%	-$70.7K	0.11%	259
2025 Q2	$3.09M	Sell	27,895 -3,297	-11%	-$370K	0.14%	223
2025 Q1	$3.88M	Sell	31,192 -98,105	-76%	-$11M	0.17%	176
2024 Q4	$13.2M	Buy	129,297 +129,139	+81,734%	+$13.8M	0.53%	30
2024 Q3	$16.4K	Buy	+158	New	+$15.7K	0.01%	132

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

New Age Alpha Advisors's BRO Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 27,170 shares — an estimated $2.55M sold.

New Age Alpha Advisors first reported a position in BRO in Q3 2024 and held it in 5 quarters. The position peaked at $13.2M in Q4 2024. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

New Age Alpha Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
New Age Alpha Advisors sold 27,170 Brown & Brown shares in Q4 2025, an estimated $2.55M.
New Age Alpha Advisors first reported a position in Brown & Brown in Q3 2024 and held it in 5 quarters.
New Age Alpha Advisors's Brown & Brown position peaked at $13.2M in Q4 2024.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.