Marex Group’s Brown & Brown BRO Stock Holding History

Marex Group’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	-18,677	Closed	-$1.75M	–	996
2025 Q3	$1.75M	Buy	+18,677	New	+$1.82M	0.01%	280
2025 Q1	–	Sell	-3,722	Closed	-$380K	–	709
2024 Q4	$380K	Buy	+3,722	New	+$397K	0.01%	405

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

Marex Group's BRO Position: Q4 2025 in Review

Marex Group sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 18,677 shares — an estimated $1.75M sold.

Marex Group first reported a position in BRO in Q4 2024 and held it in 2 quarters. The position peaked at $1.75M in Q3 2025. 890 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Marex Group reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Marex Group sold 18,677 Brown & Brown shares in Q4 2025, an estimated $1.75M.
Marex Group first reported a position in Brown & Brown in Q4 2024 and held it in 2 quarters.
Marex Group's Brown & Brown position peaked at $1.75M in Q3 2025.
890 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Marex Group's 13F filing for Q4 2025, filed 12 Feb 2026.