Smith Shellnut Wilson’s Brown & Brown BRO Stock Holding History

Smith Shellnut Wilson’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 Q3	–	Sell	-2,062	Closed	-$229K	–	144
2025 Q2	$229K	Sell	2,062 -1,677	-45%	-$188K	0.1%	122
2025 Q1	$465K	Hold	3,739	–	–	0.21%	79
2024 Q4	$381K	Sell	3,739 -8	-0.2%	-$854	0.17%	91
2024 Q3	$388K	Buy	3,747 +60	+2%	+$5.97K	0.18%	87
2024 Q2	$330K	Hold	3,687	–	–	0.16%	97
2024 Q1	$323K	Hold	3,687	–	–	0.17%	92
2023 Q4	$262K	Hold	3,687	–	–	0.15%	107
2023 Q3	$258K	Hold	3,687	–	–	0.16%	110
2023 Q2	$254K	Sell	3,687 -38	-1%	-$2.42K	0.14%	116
2023 Q1	$214K	Hold	3,725	–	–	0.13%	120
2022 Q4	$212K	Buy	3,725 +54	+1%	+$3.16K	0.13%	122
2022 Q3	$222K	Buy	+3,671	New	+$231K	0.15%	111
2022 Q2	–	Sell	-3,017	Closed	-$218K	–	130
2022 Q1	$218K	Buy	3,017 +130	+5%	+$8.72K	0.11%	133
2021 Q4	$203K	Buy	+2,887	New	+$186K	0.1%	144

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith Shellnut Wilson's BRO Position: Q3 2025 in Review

Smith Shellnut Wilson sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,062 shares — an estimated $229K sold.

Smith Shellnut Wilson first reported a position in BRO in Q4 2021 and held it in 14 quarters. The position peaked at $465K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Smith Shellnut Wilson reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Smith Shellnut Wilson sold 2,062 Brown & Brown shares in Q3 2025, an estimated $229K.
Smith Shellnut Wilson first reported a position in Brown & Brown in Q4 2021 and held it in 14 quarters.
Smith Shellnut Wilson's Brown & Brown position peaked at $465K in Q1 2025.
894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.