Palacios Wealth Management’s Brown & Brown BRO Stock Holding History

Palacios Wealth Management’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	-3,105	Closed	-$291K	–	69
2025 Q3	$291K	Buy	+3,105	New	+$303K	0.19%	58

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Palacios Wealth Management's BRO Position: Q4 2025 in Review

Palacios Wealth Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 3,105 shares — an estimated $291K sold.

Palacios Wealth Management first reported a position in BRO in Q3 2025 and held it in 1 quarter. The position peaked at $291K in Q3 2025. 884 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Palacios Wealth Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Palacios Wealth Management sold 3,105 Brown & Brown shares in Q4 2025, an estimated $291K.
Palacios Wealth Management first reported a position in Brown & Brown in Q3 2025 and held it in 1 quarter.
Palacios Wealth Management's Brown & Brown position peaked at $291K in Q3 2025.
884 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Palacios Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.