Jacobs Levy Equity Management’s Brown & Brown BRO Stock Holding History

Jacobs Levy Equity Management’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 Q2	–	Sell	-127,264	Closed	-$15.8M	–	1044
2025 Q1	$15.8M	Buy	+127,264	New	+$14.2M	0.06%	263
2023 Q4	–	Sell	-164,452	Closed	-$11.5M	–	982
2023 Q3	$11.5M	Sell	164,452 -77,482	-32%	-$5.53M	0.07%	243
2023 Q2	$16.7M	Sell	241,934 -13,045	-5%	-$830K	0.1%	218
2023 Q1	$14.6M	Buy	254,979 +165,660	+185%	+$9.52M	0.09%	230
2022 Q4	$5.09M	Sell	89,319 -9,873	-10%	-$577K	0.03%	395
2022 Q3	$6M	Buy	+99,192	New	+$6.24M	0.05%	353
2019 Q1	–	Sell	-9,040	Closed	-$249K	–	958
2018 Q4	$249K	Sell	9,040 -5,240	-37%	-$148K	﹤0.01%	839
2018 Q3	$422K	Buy	+14,280	New	+$424K	0.01%	812
2014 Q2	–	Sell	-614,324	Closed	-$9.45M	–	839
2014 Q1	$9.45M	Sell	614,324 -128,786	-17%	-$1.98M	0.16%	182
2013 Q4	$11.7M	Buy	743,110 +365,764	+97%	+$5.8M	0.18%	179
2013 Q3	$6.06M	Buy	+377,346	New	+$6.16M	0.1%	239

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Jacobs Levy Equity Management's BRO Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 127,264 shares — an estimated $15.8M sold.

Jacobs Levy Equity Management first reported a position in BRO in Q3 2013 and held it in 11 quarters. The position peaked at $16.7M in Q2 2023. 931 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Jacobs Levy Equity Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 127,264 Brown & Brown shares in Q2 2025, an estimated $15.8M.
Jacobs Levy Equity Management first reported a position in Brown & Brown in Q3 2013 and held it in 11 quarters.
Jacobs Levy Equity Management's Brown & Brown position peaked at $16.7M in Q2 2023.
931 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.