Brant Point Investment Management’s Brown & Brown BRO Stock Holding History

Brant Point Investment 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 Q4	–	Sell	-14,000	Closed	-$1.31M	–	131
2025 Q3	$1.31M	Sell	14,000 -16,000	-53%	-$1.56M	0.14%	104
2025 Q2	$3.33M	Buy	+30,000	New	+$3.37M	0.35%	64
2020 Q2	–	Sell	-165,000	Closed	-$5.98M	–	127
2020 Q1	$5.98M	Buy	+165,000	New	+$6.98M	0.76%	27
2014 Q1	–	Sell	-238,600	Closed	-$3.75M	–	130
2013 Q4	$3.75M	Sell	238,600 -81,400	-25%	-$1.29M	0.34%	74
2013 Q3	$5.14M	Sell	320,000 -176,600	-36%	-$2.88M	0.58%	52
2013 Q2	$8.01M	Buy	+496,600	New	+$7.86M	0.87%	32

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

Brant Point Investment Management's BRO Position: Q4 2025 in Review

Brant Point Investment Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 14,000 shares — an estimated $1.31M sold.

Brant Point Investment Management first reported a position in BRO in Q2 2013 and held it in 6 quarters. The position peaked at $8.01M in Q2 2013. 888 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Brant Point Investment Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Brant Point Investment Management sold 14,000 Brown & Brown shares in Q4 2025, an estimated $1.31M.
Brant Point Investment Management first reported a position in Brown & Brown in Q2 2013 and held it in 6 quarters.
Brant Point Investment Management's Brown & Brown position peaked at $8.01M in Q2 2013.
888 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Brant Point Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.