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

Teza 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
Q2 		– Sell
-5,261
Closed -$654K – 331
2025
Q1 		$654K Buy
+5,261
New +$588K 0.3% 106
2024
Q4 		– Sell
-34,332
Closed -$3.56M – 533
2024
Q3 		$3.56M Buy
34,332
+22,231
+184% +$2.21M 0.39% 68
2024
Q2 		$1.08M Buy
12,101
+7,579
+168% +$658K 0.13% 227
2024
Q1 		$396K Sell
4,522
-24,982
-85% -$2.01M 0.05% 385
2023
Q4 		$2.1M Buy
+29,504
New +$2.11M 0.35% 79
2022
Q4 		– Sell
-16,283
Closed -$985K – 588
2022
Q3 		$985K Sell
16,283
-4,159
-20% -$262K 0.2% 133
2022
Q2 		$1.19M Buy
+20,442
New +$1.25M 0.46% 42
2021
Q1 		– Sell
-5,199
Closed -$246K – 470
2020
Q4 		$246K Buy
+5,199
New +$239K 0.14% 224
2020
Q3 		– Sell
-15,592
Closed -$636K – 392
2020
Q2 		$636K Buy
+15,592
New +$601K 0.14% 229
2018
Q2 		– Sell
-39,584
Closed -$1.01M – 470
2018
Q1 		$1.01M Buy
+39,584
New +$1.03M 0.24% 165
2017
Q2 		– Sell
-36,440
Closed -$760K – 53
2017
Q1 		$760K Buy
36,440
+27,086
+290% +$586K 0.22% 148
2016
Q4 		$210K Buy
+9,354
New +$190K 0.29% 161

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Fidelity Investments
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Geode Capital Management
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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return