NAM
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NorthCrest Asset Manangement’s Brown & Brown BRO Stock Holding History

NorthCrest Asset Manangement’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
-2,842
Closed -$272K – 820
2025
Q3 		$272K Buy
+2,842
New +$277K 0.01% 647

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

NorthCrest Asset Manangement's BRO Position: Q4 2025 in Review

NorthCrest Asset Manangement sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,842 shares — an estimated $272K sold.

NorthCrest Asset Manangement first reported a position in BRO in Q3 2025 and held it in 1 quarter. The position peaked at $272K in Q3 2025. 885 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • NorthCrest Asset Manangement reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 2,842 Brown & Brown shares in Q4 2025, an estimated $272K.
  • NorthCrest Asset Manangement first reported a position in Brown & Brown in Q3 2025 and held it in 1 quarter.
  • NorthCrest Asset Manangement's Brown & Brown position peaked at $272K in Q3 2025.
  • 885 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q4 2025, filed 8 Jan 2026.