Tradition Wealth Management’s Brown & Brown BRO Stock Holding History

Tradition Wealth Management’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	-2,225	Closed	-$209K	–	501
2025 Q3	$209K	Buy	2,225 +13	+0.6%	+$1.27K	0.02%	452
2025 Q2	$245K	Buy	2,212 +9	+0.4%	+$1.01K	0.02%	395
2025 Q1	$274K	Buy	2,203 +2	+0.1%	+$223	0.02%	347
2024 Q4	$225K	Sell	2,201 -25	-1%	-$2.67K	0.02%	376
2024 Q3	$231K	Buy	+2,226	New	+$221K	0.02%	370
2024 Q1	–	Sell	-1,974	Closed	-$140K	–	480
2023 Q4	$140K	Buy	1,974 +3	+0.2%	+$214	0.01%	386
2023 Q3	$138K	Buy	1,971 +4	+0.2%	+$285	0.02%	367
2023 Q2	$135K	Sell	1,967 -167	-8%	-$10.6K	0.02%	389
2023 Q1	$123K	Buy	2,134 +174	+9%	+$10K	0.02%	389
2022 Q4	$112K	Hold	1,960	–	–	0.02%	348
2022 Q3	$119K	Buy	+1,960	New	+$123K	0.02%	331

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 $3.37T AUM 44.26% 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

Tradition Wealth Management's BRO Position: Q4 2025 in Review

Tradition Wealth Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,225 shares — an estimated $209K sold.

Tradition Wealth Management first reported a position in BRO in Q3 2022 and held it in 11 quarters. The position peaked at $274K in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Tradition Wealth Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Tradition Wealth Management sold 2,225 Brown & Brown shares in Q4 2025, an estimated $209K.
Tradition Wealth Management first reported a position in Brown & Brown in Q3 2022 and held it in 11 quarters.
Tradition Wealth Management's Brown & Brown position peaked at $274K in Q1 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Tradition Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.