RFP Financial Group’s Brown & Brown BRO Stock Holding History

RFP Financial Group’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	-1,970	Closed	-$201K	–	89
2025 Q3	$201K	Buy	1,970 +45	+2%	+$4.39K	0.08%	91
2025 Q2	$213K	Hold	1,925	–	–	0.09%	86
2025 Q1	$240K	Sell	1,925 -45	-2%	-$5.03K	0.1%	92
2024 Q4	$201K	Buy	+1,970	New	+$210K	0.08%	97

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

RFP Financial Group's BRO Position: Q4 2025 in Review

RFP Financial Group sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 1,970 shares — an estimated $201K sold.

RFP Financial Group first reported a position in BRO in Q4 2024 and held it in 4 quarters. The position peaked at $240K in Q1 2025. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

RFP Financial Group reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
RFP Financial Group sold 1,970 Brown & Brown shares in Q4 2025, an estimated $201K.
RFP Financial Group first reported a position in Brown & Brown in Q4 2024 and held it in 4 quarters.
RFP Financial Group's Brown & Brown position peaked at $240K in Q1 2025.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.