Winton Group’s Brown & Brown BRO Stock Holding History

Winton Group’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	-112,808	Closed	-$10.6M	–	934
2025 Q3	$10.6M	Buy	112,808 +108,417	+2,469%	+$10.6M	0.4%	57
2025 Q2	$487K	Buy	+4,391	New	+$493K	0.02%	602
2022 Q4	–	Sell	-4,060	Closed	-$246K	–	922
2022 Q3	$246K	Buy	+4,060	New	+$255K	0.02%	846
2019 Q4	–	Sell	-150,529	Closed	-$5.43M	–	1558
2019 Q3	$5.43M	Buy	+150,529	New	+$5.39M	0.06%	325
2018 Q3	–	Sell	-798,627	Closed	-$22.1M	–	1020
2018 Q2	$22.1M	Buy	798,627 +257,289	+48%	+$7.01M	0.57%	21
2018 Q1	$13.8M	Buy	541,338 +273,946	+102%	+$7.16M	0.39%	56
2017 Q4	$6.88M	Buy	+267,392	New	+$6.71M	0.2%	138
2017 Q1	–	Sell	-85,262	Closed	-$1.91M	–	435
2016 Q4	$1.91M	Buy	+85,262	New	+$1.73M	0.06%	254
2014 Q3	–	Sell	-27,064	Closed	-$416K	–	666
2014 Q2	$416K	Buy	+27,064	New	+$407K	﹤0.01%	608

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 $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Winton Group's BRO Position: Q4 2025 in Review

Winton Group sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 112,808 shares — an estimated $10.6M sold.

Winton Group first reported a position in BRO in Q2 2014 and held it in 9 quarters. The position peaked at $22.1M in Q2 2018. 885 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Winton Group reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Winton Group sold 112,808 Brown & Brown shares in Q4 2025, an estimated $10.6M.
Winton Group first reported a position in Brown & Brown in Q2 2014 and held it in 9 quarters.
Winton Group's Brown & Brown position peaked at $22.1M in Q2 2018.
885 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Winton Group's 13F filing for Q4 2025, filed 11 Feb 2026.