First Manhattan

First Manhattan’s Brown & Brown BRO Stock Holding History

First Manhattan’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 Q1	–	Sell	-4,541	Closed	-$463K	–	683
2024 Q4	$463K	Buy	+4,541	New	+$485K	﹤0.01%	516
2022 Q4	–	Sell	-218	Closed	-$13K	–	1698
2022 Q3	$13K	Hold	218	–	–	﹤0.01%	1158
2022 Q2	$12K	Hold	218	–	–	﹤0.01%	1200
2022 Q1	$15K	Hold	218	–	–	﹤0.01%	1213
2021 Q4	$15K	Hold	218	–	–	﹤0.01%	1213
2021 Q3	$12K	Hold	218	–	–	﹤0.01%	1242
2021 Q2	$11K	Hold	218	–	–	﹤0.01%	1256
2021 Q1	$9K	Buy	+218	New	+$10K	﹤0.01%	1240
2014 Q2	–	Sell	-62,300	Closed	-$958K	–	1417
2014 Q1	$958K	Buy	+62,300	New	+$957K	0.01%	420

Other funds holding BRO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

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

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

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

Parnassus Investments

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

Geode Capital Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return