Summit Global Investments’s Brown & Brown BRO Stock Holding History

Summit Global Investments’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	-7,666	Closed	-$719K	–	487
2025 Q3	$719K	Buy	+7,666	New	+$747K	0.04%	247
2024 Q1	–	Sell	-13,495	Closed	-$960K	–	511
2023 Q4	$960K	Buy	+13,495	New	+$965K	0.06%	244
2022 Q2	–	Sell	-44,879	Closed	-$3.24M	–	468
2022 Q1	$3.24M	Sell	44,879 -1,195	-3%	-$80.1K	0.24%	105
2021 Q4	$3.24M	Buy	+46,074	New	+$2.97M	0.21%	99

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

Summit Global Investments's BRO Position: Q4 2025 in Review

Summit Global Investments sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 7,666 shares — an estimated $719K sold.

Summit Global Investments first reported a position in BRO in Q4 2021 and held it in 4 quarters. The position peaked at $3.24M in Q1 2022. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Summit Global Investments reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Summit Global Investments sold 7,666 Brown & Brown shares in Q4 2025, an estimated $719K.
Summit Global Investments first reported a position in Brown & Brown in Q4 2021 and held it in 4 quarters.
Summit Global Investments's Brown & Brown position peaked at $3.24M in Q1 2022.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.