Cumberland Partners’s Brown & Brown BRO Stock Holding History

Cumberland Partners’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	-17,500	Closed	-$1.94M	–	168
2025 Q2	$1.94M	Buy	+17,500	New	+$1.97M	0.13%	103
2023 Q1	–	Sell	-11,000	Closed	-$627K	–	166
2022 Q4	$627K	Sell	11,000 -3,000	-21%	-$175K	0.07%	127
2022 Q3	$847K	Buy	14,000 +4,000	+40%	+$252K	0.09%	114
2022 Q2	$583K	Buy	+10,000	New	+$614K	0.06%	129
2022 Q1	–	Sell	-16,500	Closed	-$1.16M	–	178
2021 Q4	$1.16M	Sell	16,500 -1,000	-6%	-$64.5K	0.08%	121
2021 Q3	$970K	Hold	17,500	–	–	0.08%	127
2021 Q2	$930K	Buy	17,500 +1,000	+6%	+$51.4K	0.07%	127
2021 Q1	$754K	Buy	+16,500	New	+$757K	0.06%	135

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cumberland Partners's BRO Position: Q3 2025 in Review

Cumberland Partners sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 17,500 shares — an estimated $1.94M sold.

Cumberland Partners first reported a position in BRO in Q1 2021 and held it in 8 quarters. The position peaked at $1.94M in Q2 2025. 896 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Cumberland Partners reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Cumberland Partners sold 17,500 Brown & Brown shares in Q3 2025, an estimated $1.94M.
Cumberland Partners first reported a position in Brown & Brown in Q1 2021 and held it in 8 quarters.
Cumberland Partners's Brown & Brown position peaked at $1.94M in Q2 2025.
896 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Cumberland Partners's 13F filing for Q3 2025, filed 7 Nov 2025.