Virtus Investment Advisers’s Brown & Brown BRO Stock Holding History

Virtus Investment Advisers’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	-17,859	Closed	-$1.67M	–	472
2025 Q3	$1.67M	Buy	17,859 +5,750	+47%	+$560K	0.48%	113
2025 Q2	$1.34M	Sell	12,109 -1,418	-10%	-$159K	0.45%	122
2025 Q1	$1.68M	Buy	13,527 +11,803	+685%	+$1.32M	0.46%	11
2024 Q4	$176K	Hold	1,724	–	–	0.14%	206
2024 Q3	$179K	Hold	1,724	–	–	0.14%	210
2024 Q2	$154K	Sell	1,724 -896	-34%	-$77.8K	0.13%	206
2024 Q1	$229K	Sell	2,620 -280	-10%	-$22.5K	0.16%	171
2023 Q4	$206K	Buy	+2,900	New	+$207K	0.15%	184

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

Virtus Investment Advisers's BRO Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 17,859 shares — an estimated $1.67M sold.

Virtus Investment Advisers first reported a position in BRO in Q4 2023 and held it in 8 quarters. The position peaked at $1.68M in Q1 2025. 888 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Virtus Investment Advisers reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Virtus Investment Advisers sold 17,859 Brown & Brown shares in Q4 2025, an estimated $1.67M.
Virtus Investment Advisers first reported a position in Brown & Brown in Q4 2023 and held it in 8 quarters.
Virtus Investment Advisers's Brown & Brown position peaked at $1.68M in Q1 2025.
888 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.