Tortoise Investment Management’s Brown & Brown BRO Stock Holding History

Tortoise Investment 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	-49	Closed	-$4.6K	–	394
2025 Q3	$4.6K	Buy	49 +14	+40%	+$1.36K	﹤0.01%	712
2025 Q2	$3.88K	Buy	35 +2	+6%	+$225	﹤0.01%	687
2025 Q1	$4.11K	Hold	33	–	–	﹤0.01%	652
2024 Q4	$3.37K	Hold	33	–	–	﹤0.01%	717
2024 Q3	$3.42K	Hold	33	–	–	﹤0.01%	722
2024 Q2	$2.95K	Hold	33	–	–	﹤0.01%	732
2024 Q1	$2.89K	Buy	+33	New	+$2.65K	﹤0.01%	728

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

Tortoise Investment Management's BRO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 49 shares — an estimated $4.6K sold.

Tortoise Investment Management first reported a position in BRO in Q1 2024 and held it in 7 quarters. The position peaked at $4.6K in Q3 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Tortoise Investment Management reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 49 Brown & Brown shares in Q4 2025, an estimated $4.6K.
Tortoise Investment Management first reported a position in Brown & Brown in Q1 2024 and held it in 7 quarters.
Tortoise Investment Management's Brown & Brown position peaked at $4.6K in Q3 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.