Trinity Financial Advisors’s Brown & Brown BRO Stock Holding History

Trinity Financial 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	-2,279	Closed	-$214K	–	96
2025 Q3	$214K	Buy	2,279 +1	+0%	+$97	0.06%	97
2025 Q2	$253K	Hold	2,278	–	–	0.08%	79
2025 Q1	$283K	Hold	2,278	–	–	0.1%	71
2024 Q4	$229K	Buy	2,278 +1	+0%	+$107	0.09%	77
2024 Q3	$230K	Hold	2,277	–	–	0.1%	75
2024 Q2	$204K	Buy	+2,277	New	+$198K	0.09%	83

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

Trinity Financial Advisors's BRO Position: Q4 2025 in Review

Trinity Financial Advisors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,279 shares — an estimated $214K sold.

Trinity Financial Advisors first reported a position in BRO in Q2 2024 and held it in 6 quarters. The position peaked at $283K in Q1 2025. 888 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Trinity Financial Advisors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Trinity Financial Advisors sold 2,279 Brown & Brown shares in Q4 2025, an estimated $214K.
Trinity Financial Advisors first reported a position in Brown & Brown in Q2 2024 and held it in 6 quarters.
Trinity Financial Advisors's Brown & Brown position peaked at $283K in Q1 2025.
888 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Trinity Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.