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

Twin 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	-10,441	Closed	-$1.3M	–	260
2025 Q1	$1.3M	Sell	10,441 -66	-0.6%	-$7.38K	0.15%	150
2024 Q4	$1.07M	Sell	10,507 -6,991	-40%	-$747K	0.12%	162
2024 Q3	$1.81M	Sell	17,498 -144	-0.8%	-$14.3K	0.2%	134
2024 Q2	$1.58M	Buy	17,642 +98	+0.6%	+$8.51K	0.19%	140
2024 Q1	$1.54M	Buy	+17,544	New	+$1.41M	0.19%	138
2018 Q4	–	Sell	-247,060	Closed	-$7.3M	–	278
2018 Q3	$7.3M	Buy	247,060 +352	+0.1%	+$10.5K	0.34%	98
2018 Q2	$6.84M	Buy	+246,708	New	+$6.72M	0.34%	95

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Twin Capital Management sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 10,441 shares — an estimated $1.3M sold.

Twin Capital Management first reported a position in BRO in Q2 2018 and held it in 7 quarters. The position peaked at $7.3M in Q3 2018. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Twin Capital Management reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Twin Capital Management sold 10,441 Brown & Brown shares in Q2 2025, an estimated $1.3M.
Twin Capital Management first reported a position in Brown & Brown in Q2 2018 and held it in 7 quarters.
Twin Capital Management's Brown & Brown position peaked at $7.3M in Q3 2018.
929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Twin Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.