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
2017 Q4	–	Sell	-60,000	Closed	-$1.45M	–	139
2017 Q3	$1.45M	Buy	+60,000	New	+$1.35M	0.15%	123

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 $733B AUM 35.63% 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 $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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. 885 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.
885 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.