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Rise Advisors’s Brown & Brown BRO Stock Holding History

Rise Advisors’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
-134
Closed -$12.6K – 290
2025
Q3 		$12.6K Buy
134
+5
+4% +$487 ﹤0.01% 865
2025
Q2 		$14.3K Hold
129
– – 0.01% 765
2025
Q1 		$16K Sell
129
-30
-19% -$3.35K 0.01% 644
2024
Q4 		$16.2K Buy
159
+1
+0.6% +$107 0.01% 783
2024
Q3 		$16.4K Hold
158
– – 0.01% 820
2024
Q2 		$14.1K Hold
158
– – 0.01% 864
2024
Q1 		$13.8K Buy
+158
New +$12.7K 0.01% 902

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 $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Rise Advisors's BRO Position: Q4 2025 in Review

Rise Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 134 shares — an estimated $12.6K sold.

Rise Advisors first reported a position in BRO in Q1 2024 and held it in 7 quarters. The position peaked at $16.4K in Q3 2024. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Rise Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 134 Brown & Brown shares in Q4 2025, an estimated $12.6K.
  • Rise Advisors first reported a position in Brown & Brown in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Brown & Brown position peaked at $16.4K in Q3 2024.
  • 889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.