Machina Capital’s Brown & Brown BRO Stock Holding History

Machina Capital’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	-9,075	Closed	-$851K	–	351
2025 Q3	$851K	Buy	+9,075	New	+$884K	0.15%	188
2024 Q4	–	Sell	-3,542	Closed	-$367K	–	280
2024 Q3	$367K	Sell	3,542 -3,439	-49%	-$342K	0.15%	214
2024 Q2	$624K	Buy	+6,981	New	+$606K	0.28%	131
2023 Q4	–	Sell	-9,558	Closed	-$668K	–	258
2023 Q3	$668K	Buy	+9,558	New	+$682K	0.37%	106
2021 Q4	–	Sell	-4,645	Closed	-$258K	–	132
2021 Q3	$258K	Buy	+4,645	New	+$259K	0.56%	87
2019 Q4	–	Sell	-7,171	Closed	-$259K	–	353
2019 Q3	$259K	Buy	+7,171	New	+$257K	0.12%	243

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Machina Capital's BRO Position: Q4 2025 in Review

Machina Capital sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 9,075 shares — an estimated $851K sold.

Machina Capital first reported a position in BRO in Q3 2019 and held it in 6 quarters. The position peaked at $851K in Q3 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Machina Capital reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Machina Capital sold 9,075 Brown & Brown shares in Q4 2025, an estimated $851K.
Machina Capital first reported a position in Brown & Brown in Q3 2019 and held it in 6 quarters.
Machina Capital's Brown & Brown position peaked at $851K in Q3 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Machina Capital's 13F filing for Q4 2025, filed 10 Feb 2026.