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Cookson Peirce & Co’s Brown & Brown BRO Stock Holding History

Cookson Peirce & Co’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 		– Sell
-391,711
Closed -$43.4M – 313
2025
Q2 		$43.4M Sell
391,711
-8,402
-2% -$944K 1.91% 14
2025
Q1 		$49.8M Sell
400,113
-7,298
-2% -$815K 2.5% 7
2024
Q4 		$41.6M Sell
407,411
-4,963
-1% -$530K 1.88% 16
2024
Q3 		$42.7M Sell
412,374
-1,660
-0.4% -$165K 2% 15
2024
Q2 		$37M Buy
414,034
+57,155
+16% +$4.96M 1.78% 19
2024
Q1 		$31.2M Sell
356,879
-1,243
-0.3% -$99.9K 1.67% 19
2023
Q4 		$25.5M Sell
358,122
-6,488
-2% -$464K 1.54% 22
2023
Q3 		$25.5M Buy
364,610
+108,800
+43% +$7.76M 1.67% 17
2023
Q2 		$17.6M Buy
+255,810
New +$16.3M 1.07% 34
2017
Q3 		– Sell
-50,890
Closed -$1.1M – 150
2017
Q2 		$1.1M Sell
50,890
-21,300
-30% -$457K 0.12% 85
2017
Q1 		$1.51M Hold
72,190
– – 0.18% 82
2016
Q4 		$1.62M Hold
72,190
– – 0.22% 76
2016
Q3 		$1.36M Buy
72,190
+570
+0.8% +$10.5K 0.19% 72
2016
Q2 		$1.34M Buy
+71,620
New +$1.27M 0.2% 71
2013
Q4 		– Sell
-29,700
Closed -$476K – 130
2013
Q3 		$476K Buy
29,700
+1,240
+4% +$20.3K 0.13% 84
2013
Q2 		$457K Buy
+28,460
New +$450K 0.13% 79

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

Cookson Peirce & Co's BRO Position: Q3 2025 in Review

Cookson Peirce & Co sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 391,711 shares — an estimated $43.4M sold.

Cookson Peirce & Co first reported a position in BRO in Q2 2013 and held it in 16 quarters. The position peaked at $49.8M in Q1 2025. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Cookson Peirce & Co reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 391,711 Brown & Brown shares in Q3 2025, an estimated $43.4M.
  • Cookson Peirce & Co first reported a position in Brown & Brown in Q2 2013 and held it in 16 quarters.
  • Cookson Peirce & Co's Brown & Brown position peaked at $49.8M in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Cookson Peirce & Co's 13F filing for Q3 2025, filed 6 Nov 2025.