Burkehill Global Management’s Brown & Brown BRO Stock Holding History

Burkehill Global 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	-750,000	Closed	-$70.3M	–	163
2025 Q3	$70.3M	Hold	750,000	–	–	4%	3
2025 Q2	$83.2M	Buy	+750,000	New	+$84.3M	6.14%	2

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

Burkehill Global Management's BRO Position: Q4 2025 in Review

Burkehill Global Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 750,000 shares — an estimated $70.3M sold.

Burkehill Global Management first reported a position in BRO in Q2 2025 and held it in 2 quarters. The position peaked at $83.2M in Q2 2025. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Burkehill Global Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Burkehill Global Management sold 750,000 Brown & Brown shares in Q4 2025, an estimated $70.3M.
Burkehill Global Management first reported a position in Brown & Brown in Q2 2025 and held it in 2 quarters.
Burkehill Global Management's Brown & Brown position peaked at $83.2M in Q2 2025.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Burkehill Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.