Trifecta Capital Advisors’s Brown & Brown BRO Stock Holding History

Trifecta Capital 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	-24	Closed	-$2.25K	–	281
2025 Q3	$2.25K	Sell	24 -38	-61%	-$3.7K	﹤0.01%	324
2025 Q2	$6.87K	Buy	62 +38	+158%	+$4.27K	﹤0.01%	252
2025 Q1	$2.99K	Hold	24	–	–	﹤0.01%	270
2024 Q4	$2.45K	Hold	24	–	–	﹤0.01%	282
2024 Q3	$2.49K	Hold	24	–	–	﹤0.01%	291
2024 Q2	$2.15K	Hold	24	–	–	﹤0.01%	304
2024 Q1	$2.1K	Hold	24	–	–	﹤0.01%	305
2023 Q4	$1.71K	Hold	24	–	–	﹤0.01%	347
2023 Q3	$1.68K	Hold	24	–	–	﹤0.01%	327
2023 Q2	$1.65K	Hold	24	–	–	﹤0.01%	328
2023 Q1	$1.38K	Buy	24 +13	+118%	+$747	﹤0.01%	345
2022 Q4	$627	Buy	+11	New	+$643	﹤0.01%	413

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

Trifecta Capital Advisors's BRO Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 24 shares — an estimated $2.25K sold.

Trifecta Capital Advisors first reported a position in BRO in Q4 2022 and held it in 12 quarters. The position peaked at $6.87K in Q2 2025. 888 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Trifecta Capital Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 24 Brown & Brown shares in Q4 2025, an estimated $2.25K.
Trifecta Capital Advisors first reported a position in Brown & Brown in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Brown & Brown position peaked at $6.87K in Q2 2025.
888 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.