Mitchell Capital Management’s Brown & Brown BRO Stock Holding History

Mitchell Capital 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 Q4	–	Sell	-27,591	Closed	-$2.59M	–	121
2025 Q3	$2.59M	Sell	27,591 -5,315	-16%	-$518K	0.44%	65
2025 Q2	$3.42M	Buy	32,906 +13,534	+70%	+$1.52M	0.64%	49
2025 Q1	$2.41M	Buy	+19,372	New	+$2.16M	0.46%	67

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 $3.37T AUM 44.26% 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

Mitchell Capital Management's BRO Position: Q4 2025 in Review

Mitchell Capital Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 27,591 shares — an estimated $2.59M sold.

Mitchell Capital Management first reported a position in BRO in Q1 2025 and held it in 3 quarters. The position peaked at $3.42M in Q2 2025. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Mitchell Capital Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Mitchell Capital Management sold 27,591 Brown & Brown shares in Q4 2025, an estimated $2.59M.
Mitchell Capital Management first reported a position in Brown & Brown in Q1 2025 and held it in 3 quarters.
Mitchell Capital Management's Brown & Brown position peaked at $3.42M in Q2 2025.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

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