Segall Bryant & Hamill’s Brown & Brown BRO Stock Holding History

Segall Bryant & Hamill’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	-110,960	Closed	-$10.4M	–	586
2025 Q3	$10.4M	Sell	110,960 -2,802	-2%	-$273K	0.14%	227
2025 Q2	$12.6M	Sell	113,762 -4,728	-4%	-$531K	0.18%	189
2025 Q1	$14.7M	Sell	118,490 -6,860	-5%	-$767K	0.23%	137
2024 Q4	$12.8M	Sell	125,350 -744	-0.6%	-$79.4K	0.18%	175
2024 Q3	$13.1M	Buy	+126,094	New	+$12.5M	0.18%	186

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 $3.38T AUM 44.17% 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

Segall Bryant & Hamill's BRO Position: Q4 2025 in Review

Segall Bryant & Hamill sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 110,960 shares — an estimated $10.4M sold.

Segall Bryant & Hamill first reported a position in BRO in Q3 2024 and held it in 5 quarters. The position peaked at $14.7M in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Segall Bryant & Hamill reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Segall Bryant & Hamill sold 110,960 Brown & Brown shares in Q4 2025, an estimated $10.4M.
Segall Bryant & Hamill first reported a position in Brown & Brown in Q3 2024 and held it in 5 quarters.
Segall Bryant & Hamill's Brown & Brown position peaked at $14.7M in Q1 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Segall Bryant & Hamill's 13F filing for Q4 2025, filed 13 Feb 2026.