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Atom Investors’s Brown & Brown BRO Stock Holding History

Atom Investors’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
-70,910
Closed -$6.65M – 601
2025
Q3 		$6.65M Buy
70,910
+52,914
+294% +$5.16M 0.5% 42
2025
Q2 		$2M Buy
+17,996
New +$2.02M 0.18% 163
2024
Q3 		– Sell
-18,744
Closed -$1.68M – 479
2024
Q2 		$1.68M Sell
18,744
-3,298
-15% -$286K 0.17% 179
2024
Q1 		$1.93M Buy
22,042
+6,585
+43% +$529K 0.24% 139
2023
Q4 		$1.1M Buy
15,457
+302
+2% +$21.6K 0.19% 173
2023
Q3 		$1.06M Buy
15,155
+10,006
+194% +$714K 0.24% 123
2023
Q2 		$354K Buy
+5,149
New +$328K 0.13% 161

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Atom Investors's BRO Position: Q4 2025 in Review

Atom Investors sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 70,910 shares — an estimated $6.65M sold.

Atom Investors first reported a position in BRO in Q2 2023 and held it in 7 quarters. The position peaked at $6.65M in Q3 2025. 888 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • Atom Investors reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • Atom Investors sold 70,910 Brown & Brown shares in Q4 2025, an estimated $6.65M.
  • Atom Investors first reported a position in Brown & Brown in Q2 2023 and held it in 7 quarters.
  • Atom Investors's Brown & Brown position peaked at $6.65M in Q3 2025.
  • 888 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.