Silver Oak Securities’s Brown & Brown BRO Stock Holding History

Silver Oak Securities’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	-6,988	Closed	-$655K	–	813
2025 Q3	$655K	Buy	6,988 +3,802	+119%	+$371K	0.05%	359
2025 Q2	$353K	Sell	3,186 -2,068	-39%	-$232K	0.03%	496
2025 Q1	$646K	Buy	+5,254	New	+$587K	0.06%	322

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

Silver Oak Securities's BRO Position: Q4 2025 in Review

Silver Oak Securities sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 6,988 shares — an estimated $655K sold.

Silver Oak Securities first reported a position in BRO in Q1 2025 and held it in 3 quarters. The position peaked at $655K in Q3 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Silver Oak Securities reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Silver Oak Securities sold 6,988 Brown & Brown shares in Q4 2025, an estimated $655K.
Silver Oak Securities first reported a position in Brown & Brown in Q1 2025 and held it in 3 quarters.
Silver Oak Securities's Brown & Brown position peaked at $655K in Q3 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Silver Oak Securities's 13F filing for Q4 2025, filed 15 Jan 2026.