DSM Capital Partners’s Brown & Brown BRO Stock Holding History

DSM Capital 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 Q4	–	Sell	-6,777	Closed	-$636K	–	50
2025 Q3	$636K	Buy	+6,777	New	+$660K	0.01%	36
2024 Q4	–	Sell	-299	Closed	-$31K	–	51
2024 Q3	$31K	Hold	299	–	–	﹤0.01%	79
2024 Q2	$26.7K	Hold	299	–	–	﹤0.01%	84
2024 Q1	$26.2K	Buy	299 +103	+53%	+$8.28K	﹤0.01%	95
2023 Q4	$13.9K	Buy	+196	New	+$14K	﹤0.01%	120
2014 Q1	–	Sell	-73,650	Closed	-$1.16M	–	76
2013 Q4	$1.16M	Buy	73,650 +22,960	+45%	+$364K	0.02%	61
2013 Q3	$814K	Buy	+50,690	New	+$828K	0.02%	70

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

DSM Capital Partners's BRO Position: Q4 2025 in Review

DSM Capital Partners sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 6,777 shares — an estimated $636K sold.

DSM Capital Partners first reported a position in BRO in Q3 2013 and held it in 7 quarters. The position peaked at $1.16M in Q4 2013. 885 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

DSM Capital Partners reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
DSM Capital Partners sold 6,777 Brown & Brown shares in Q4 2025, an estimated $636K.
DSM Capital Partners first reported a position in Brown & Brown in Q3 2013 and held it in 7 quarters.
DSM Capital Partners's Brown & Brown position peaked at $1.16M in Q4 2013.
885 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on DSM Capital Partners's 13F filing for Q4 2025, filed 12 Feb 2026.