Wallace Advisory Group’s Brown & Brown BRO Stock Holding History

Wallace Advisory Group’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	-2,168	Closed	-$240K	–	132
2025 Q3	$240K	Sell	2,168 -1,246	-36%	-$121K	0.19%	141
2025 Q2	$425K	Buy	3,414 +274	+9%	+$30.8K	0.31%	98
2025 Q1	$320K	Sell	3,140 -10	-0.3%	-$1.12K	0.22%	131
2024 Q4	$326K	Buy	3,150 +18	+0.6%	+$1.92K	0.23%	126
2024 Q3	$280K	Sell	3,132 -71	-2%	-$7.06K	0.2%	135
2024 Q2	$286K	Buy	3,203 +176	+6%	+$15.3K	0.21%	134
2024 Q1	$215K	Buy	+3,027	New	+$243K	0.16%	154

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

Wallace Advisory Group's BRO Position: Q4 2025 in Review

Wallace Advisory Group sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,168 shares — an estimated $240K sold.

Wallace Advisory Group first reported a position in BRO in Q1 2024 and held it in 7 quarters. The position peaked at $425K in Q2 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Wallace Advisory Group reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Wallace Advisory Group sold 2,168 Brown & Brown shares in Q4 2025, an estimated $240K.
Wallace Advisory Group first reported a position in Brown & Brown in Q1 2024 and held it in 7 quarters.
Wallace Advisory Group's Brown & Brown position peaked at $425K in Q2 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.