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 $6.73T AUM 46.02% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Manhattan's BRO Position: Q1 2025 in Review

First Manhattan sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 4,541 shares — an estimated $463K sold.

First Manhattan first reported a position in BRO in Q1 2014 and held it in 9 quarters. The position peaked at $958K in Q1 2014. 910 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

First Manhattan reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
First Manhattan sold 4,541 Brown & Brown shares in Q1 2025, an estimated $463K.
First Manhattan first reported a position in Brown & Brown in Q1 2014 and held it in 9 quarters.
First Manhattan's Brown & Brown position peaked at $958K in Q1 2014.
910 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on First Manhattan's 13F filing for Q1 2025, filed 15 May 2025.