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Wood Tarver Financial Group’s Brown & Brown BRO Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-1,984
Closed -$220K – 219
2025
Q2 		$220K Hold
1,984
– – 0.07% 136
2025
Q1 		$247K Hold
1,984
– – 0.08% 114
2024
Q4 		$202K Buy
+1,984
New +$212K 0.07% 128

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wood Tarver Financial Group's BRO Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 1,984 shares — an estimated $220K sold.

Wood Tarver Financial Group first reported a position in BRO in Q4 2024 and held it in 3 quarters. The position peaked at $247K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,984 Brown & Brown shares in Q3 2025, an estimated $220K.
  • Wood Tarver Financial Group first reported a position in Brown & Brown in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Brown & Brown position peaked at $247K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.