Quantum Capital Management (New Jersey)’s Brown & Brown BRO Stock Holding History

Quantum Capital Management (New Jersey)’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
2026 Q1	$41.8M	Sell	641,613 -8,242	-1%	-$594K	5.35%	11
2025 Q4	$51.8M	Buy	649,855 +388,059	+148%	+$32.4M	6%	7
2025 Q3	$24.6M	Buy	261,796 +164,519	+169%	+$16M	2.69%	16
2025 Q2	$10.8M	Sell	97,277 -11,562	-11%	-$1.3M	1.17%	17
2025 Q1	$13.5M	Sell	108,839 -2,423	-2%	-$271K	1.4%	16
2024 Q4	$11.4M	Buy	111,262 +175	+0.2%	+$18.7K	1.22%	17
2024 Q3	$11.5M	Buy	111,087 +1,060	+1%	+$105K	1.19%	16
2024 Q2	$9.84M	Sell	110,027 -2,874	-3%	-$249K	1.11%	17
2024 Q1	$9.88M	Buy	+112,901	New	+$9.08M	1.08%	18

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return