Zimmer Partners’s Brown & Brown BRO Stock Holding History

Zimmer Partners’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	-125,000	Closed	-$11.7M	–	131
2025 Q3	$11.7M	Buy	125,000 +84,615	+210%	+$8.25M	0.25%	71
2025 Q2	$4.48M	Buy	+40,385	New	+$4.54M	0.1%	116
2023 Q1	–	Sell	-500,000	Closed	-$28.5M	–	97
2022 Q4	$28.5M	Buy	500,000 +325,000	+186%	+$19M	0.57%	42
2022 Q3	$10.6M	Hold	175,000	–	–	0.23%	56
2022 Q2	$10.2M	Buy	+175,000	New	+$10.7M	0.21%	62

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 $3.37T AUM 44.26% 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

Zimmer Partners's BRO Position: Q4 2025 in Review

Zimmer Partners sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 125,000 shares — an estimated $11.7M sold.

Zimmer Partners first reported a position in BRO in Q2 2022 and held it in 5 quarters. The position peaked at $28.5M in Q4 2022. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Zimmer Partners reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 125,000 Brown & Brown shares in Q4 2025, an estimated $11.7M.
Zimmer Partners first reported a position in Brown & Brown in Q2 2022 and held it in 5 quarters.
Zimmer Partners's Brown & Brown position peaked at $28.5M in Q4 2022.
887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.