Cullinan Associates’s Brown & Brown BRO Stock Holding History

Cullinan Associates’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 Q2	–	Sell	-12,500	Closed	-$1.55M	–	212
2025 Q1	$1.55M	Sell	12,500 -500	-4%	-$55.9K	0.11%	113
2024 Q4	$1.33M	Hold	13,000	–	–	0.09%	123
2024 Q3	$1.38M	Hold	13,000	–	–	0.08%	125
2024 Q2	$1.16M	Hold	13,000	–	–	0.07%	138
2024 Q1	$1.14M	Buy	+13,000	New	+$1.05M	0.06%	145

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cullinan Associates's BRO Position: Q2 2025 in Review

Cullinan Associates sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 12,500 shares — an estimated $1.55M sold.

Cullinan Associates first reported a position in BRO in Q1 2024 and held it in 5 quarters. The position peaked at $1.55M in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Cullinan Associates reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Cullinan Associates sold 12,500 Brown & Brown shares in Q2 2025, an estimated $1.55M.
Cullinan Associates first reported a position in Brown & Brown in Q1 2024 and held it in 5 quarters.
Cullinan Associates's Brown & Brown position peaked at $1.55M in Q1 2025.
928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Cullinan Associates's 13F filing for Q2 2025, filed 22 Jul 2025.