Waypoint Wealth Counsel’s Brown & Brown BRO Stock Holding History

Waypoint Wealth Counsel’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	-2,625	Closed	-$246K	–	290
2025 Q3	$246K	Buy	+2,625	New	+$256K	0.1%	208

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

Waypoint Wealth Counsel's BRO Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,625 shares — an estimated $246K sold.

Waypoint Wealth Counsel first reported a position in BRO in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 888 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Waypoint Wealth Counsel reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 2,625 Brown & Brown shares in Q4 2025, an estimated $246K.
Waypoint Wealth Counsel first reported a position in Brown & Brown in Q3 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Brown & Brown position peaked at $246K in Q3 2025.
888 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.