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Bares Capital Management’s Brown & Brown BRO Stock Holding History

Bares Capital Management’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 		$24.3K Hold
259
– – ﹤0.01% 19
2025
Q2 		$28.7K Buy
259
+46
+22% +$5.17K ﹤0.01% 16
2025
Q1 		$26.5K Buy
+213
New +$23.8K ﹤0.01% 12

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 $37.4B AUM 35.42% 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

Bares Capital Management's BRO Position: Q3 2025 in Review

Bares Capital Management held its Brown & Brown (BRO) position steady in Q3 2025 at 259 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #19.

Bares Capital Management first reported a position in BRO in Q1 2025 and has held it in 3 quarters since. The position peaked at $28.7K in Q2 2025. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Bares Capital Management held 259 shares of Brown & Brown worth $24.3K as of Q3 2025.
  • Bares Capital Management left its Brown & Brown share count unchanged in Q3 2025.
  • Brown & Brown made up ﹤0.01% of Bares Capital Management's portfolio in Q3 2025, its #19 holding.
  • Bares Capital Management first reported a position in Brown & Brown in Q1 2025 and has held it in 3 quarters since.
  • Bares Capital Management's Brown & Brown position peaked at $28.7K in Q2 2025.
  • 895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Bares Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.