Wealthfront Advisers
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Wealthfront Advisers’s Brown & Brown BRO Stock Holding History

Wealthfront 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
2026
Q1 		$869K Sell
13,332
-1,149
-8% -$82.8K ﹤0.01% 732
2025
Q4 		$1.15M Buy
14,481
+2,876
+25% +$240K ﹤0.01% 686
2025
Q3 		$1.09M Sell
11,605
-3,784
-25% -$369K ﹤0.01% 684
2025
Q2 		$1.71M Buy
15,389
+2,200
+17% +$247K ﹤0.01% 597
2025
Q1 		$1.64M Buy
13,189
+2,752
+26% +$308K ﹤0.01% 579
2024
Q4 		$1.06M Buy
10,437
+1,700
+19% +$182K ﹤0.01% 648
2024
Q3 		$905K Buy
8,737
+258
+3% +$25.7K ﹤0.01% 657
2024
Q2 		$758K Buy
8,479
+525
+7% +$45.6K ﹤0.01% 672
2024
Q1 		$696K Buy
7,954
+141
+2% +$11.3K ﹤0.01% 679
2023
Q4 		$556K Buy
7,813
+262
+3% +$18.7K ﹤0.01% 697
2023
Q3 		$527K Buy
7,551
+255
+3% +$18.2K ﹤0.01% 678
2023
Q2 		$502K Buy
7,296
+1,029
+16% +$65.5K ﹤0.01% 675
2023
Q1 		$360K Buy
6,267
+665
+12% +$38.2K ﹤0.01% 724
2022
Q4 		$319K Sell
5,602
-3,390
-38% -$198K ﹤0.01% 710
2022
Q3 		$544K Buy
8,992
+4,694
+109% +$295K ﹤0.01% 581
2022
Q2 		$251K Sell
4,298
-15,641
-78% -$960K ﹤0.01% 720
2022
Q1 		$1.44M Sell
19,939
-1,484
-7% -$99.5K 0.01% 463
2021
Q4 		$1.51M Buy
21,423
+1,759
+9% +$113K 0.01% 440
2021
Q3 		$1.09M Buy
19,664
+15,127
+333% +$843K 0.01% 460
2021
Q2 		$241K Buy
+4,537
New +$233K ﹤0.01% 595

Other funds holding BRO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return