Grantham, Mayo, Van Otterloo & Co (GMO)’s Brown & Brown BRO Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	-3,400	Closed	-$377K	–	612
2025 Q2	$377K	Buy	+3,400	New	+$382K	﹤0.01%	559
2024 Q4	–	Sell	-3,908	Closed	-$405K	–	575
2024 Q3	$405K	Buy	+3,908	New	+$389K	﹤0.01%	500
2024 Q2	–	Sell	-5,716	Closed	-$500K	–	532
2024 Q1	$500K	Sell	5,716 -17,503	-75%	-$1.41M	﹤0.01%	441
2023 Q4	$1.65M	Buy	+23,219	New	+$1.66M	0.01%	358

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 $3.38T AUM 44.17% 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

Grantham, Mayo, Van Otterloo & Co (GMO)'s BRO Position: Q3 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 3,400 shares — an estimated $377K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in BRO in Q4 2023 and held it in 4 quarters. The position peaked at $1.65M in Q4 2023. 897 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 3,400 Brown & Brown shares in Q3 2025, an estimated $377K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Brown & Brown in Q4 2023 and held it in 4 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Brown & Brown position peaked at $1.65M in Q4 2023.
897 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2025, filed 13 Nov 2025.