Tiemann Investment Advisors’s Brown & Brown BRO Stock Holding History

Tiemann Investment 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	-2,380	Closed	-$223K	–	207
2025 Q3	$223K	Hold	2,380	–	–	0.09%	185
2025 Q2	$264K	Hold	2,380	–	–	0.11%	148
2025 Q1	$296K	Hold	2,380	–	–	0.13%	131
2024 Q4	$243K	Hold	2,380	–	–	0.11%	163
2024 Q3	$247K	Hold	2,380	–	–	0.11%	166
2024 Q2	$213K	Hold	2,380	–	–	0.09%	175
2024 Q1	$208K	Buy	+2,380	New	+$191K	0.09%	194

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

Tiemann Investment Advisors's BRO Position: Q4 2025 in Review

Tiemann Investment Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,380 shares — an estimated $223K sold.

Tiemann Investment Advisors first reported a position in BRO in Q1 2024 and held it in 7 quarters. The position peaked at $296K in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Tiemann Investment Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Tiemann Investment Advisors sold 2,380 Brown & Brown shares in Q4 2025, an estimated $223K.
Tiemann Investment Advisors first reported a position in Brown & Brown in Q1 2024 and held it in 7 quarters.
Tiemann Investment Advisors's Brown & Brown position peaked at $296K in Q1 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

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