TCM
BRO icon

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

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Teza Capital Management's BRO Position: Q2 2025 in Review

Teza Capital Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 5,261 shares — an estimated $654K sold.

Teza Capital Management first reported a position in BRO in Q4 2016 and held it in 12 quarters. The position peaked at $3.56M in Q3 2024. 931 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Teza Capital Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Teza Capital Management sold 5,261 Brown & Brown shares in Q2 2025, an estimated $654K.
  • Teza Capital Management first reported a position in Brown & Brown in Q4 2016 and held it in 12 quarters.
  • Teza Capital Management's Brown & Brown position peaked at $3.56M in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Teza Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.