ORG Partners’s Brown & Brown BRO Stock Holding History

ORG Partners’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	$97.3K	Sell	1,221 -826	-40%	-$68.9K	0.02%	469
2025 Q3	$192K	Buy	2,047 +52	+3%	+$5.07K	0.04%	353
2025 Q2	$218K	Buy	1,995 +132	+7%	+$14.8K	0.05%	304
2025 Q1	$231K	Sell	1,863 -474	-20%	-$53K	0.06%	249
2024 Q4	$238K	Sell	2,337 -96	-4%	-$10.3K	0.03%	294
2024 Q3	$252K	Sell	2,433 -5,919	-71%	-$589K	0.04%	249
2024 Q2	$744K	Buy	8,352 +7,719	+1,219%	+$670K	0.09%	187
2024 Q1	$54.6K	Buy	633 +333	+111%	+$26.8K	0.1%	126
2023 Q4	$21.4K	Sell	300 -7,658	-96%	-$547K	﹤0.01%	662
2023 Q3	$556K	Buy	7,958 +98	+1%	+$6.99K	0.16%	140
2023 Q2	$538K	Buy	+7,860	New	+$500K	0.09%	203

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

ORG Partners's BRO Position: Q4 2025 in Review

ORG Partners reduced its Brown & Brown (BRO) stake by 40% in Q4 2025, selling an estimated $68.9K and leaving 1,221 shares worth $97.3K. The position accounts for 0.02% of the portfolio, ranked #469.

ORG Partners first reported a position in BRO in Q2 2023 and has held it in 11 quarters since. The position peaked at $744K in Q2 2024. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

ORG Partners held 1,221 shares of Brown & Brown worth $97.3K as of Q4 2025.
ORG Partners sold 826 Brown & Brown shares in Q4 2025, an estimated $68.9K.
Brown & Brown made up 0.02% of ORG Partners's portfolio in Q4 2025, its #469 holding.
ORG Partners first reported a position in Brown & Brown in Q2 2023 and has held it in 11 quarters since.
ORG Partners's Brown & Brown position peaked at $744K in Q2 2024.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.