Next Level Private’s Brown & Brown BRO Stock Holding History

Next Level Private’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	-5,432	Closed	-$513K	–	164
2025 Q3	$513K	Buy	5,432 +1	+0%	+$97	0.15%	95
2025 Q2	$602K	Buy	5,431 +2	+0%	+$225	0.2%	78
2025 Q1	$675K	Hold	5,429	–	–	0.25%	69
2024 Q4	$554K	Sell	5,429 -1,085	-17%	-$116K	0.22%	74
2024 Q3	$675K	Hold	6,514	–	–	0.28%	67
2024 Q2	$582K	Hold	6,514	–	–	0.27%	69
2024 Q1	$570K	Hold	6,514	–	–	0.26%	69
2023 Q4	$463K	Sell	6,514 -681	-9%	-$48.7K	0.26%	62
2023 Q3	$500K	Buy	7,195 +230	+3%	+$16.4K	0.33%	61
2023 Q2	$478K	Buy	+6,965	New	+$443K	0.31%	62
2023 Q1	–	Sell	-6,965	Closed	-$410K	–	67
2022 Q4	$410K	Buy	6,965 +500	+8%	+$29.2K	0.3%	59
2022 Q3	$412K	Buy	+6,465	New	+$407K	0.36%	51
2022 Q2	–	Sell	-6,465	Closed	-$467K	–	136
2022 Q1	$467K	Hold	6,465	–	–	0.38%	54
2021 Q4	$454K	Buy	+6,465	New	+$417K	0.38%	52

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

Next Level Private's BRO Position: Q4 2025 in Review

Next Level Private sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 5,432 shares — an estimated $513K sold.

Next Level Private first reported a position in BRO in Q4 2021 and held it in 14 quarters. The position peaked at $675K in Q1 2025. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Next Level Private reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Next Level Private sold 5,432 Brown & Brown shares in Q4 2025, an estimated $513K.
Next Level Private first reported a position in Brown & Brown in Q4 2021 and held it in 14 quarters.
Next Level Private's Brown & Brown position peaked at $675K in Q1 2025.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Next Level Private's 13F filing for Q4 2025, filed 7 Jan 2026.