Triangle Securities Wealth Management’s Brown & Brown BRO Stock Holding History

Triangle Securities 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	-3,871	Closed	-$363K	–	206
2025 Q3	$363K	Buy	3,871 +1,010	+35%	+$98.4K	0.08%	178
2025 Q2	$317K	Buy	+2,861	New	+$322K	0.08%	181

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

Triangle Securities Wealth Management's BRO Position: Q4 2025 in Review

Triangle Securities Wealth Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 3,871 shares — an estimated $363K sold.

Triangle Securities Wealth Management first reported a position in BRO in Q2 2025 and held it in 2 quarters. The position peaked at $363K in Q3 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Triangle Securities Wealth Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Triangle Securities Wealth Management sold 3,871 Brown & Brown shares in Q4 2025, an estimated $363K.
Triangle Securities Wealth Management first reported a position in Brown & Brown in Q2 2025 and held it in 2 quarters.
Triangle Securities Wealth Management's Brown & Brown position peaked at $363K in Q3 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.