CORTLAND ASSOCIATES INC/MO BRO BROWN & BROWN INC COM

Ownership history in CORTLAND ASSOCIATES INC/MO  ·  2 quarters on record

AI Ownership Summary

CORTLAND ASSOCIATES INC/MO reported BROWN & BROWN INC COM (BRO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 3.67% in 2026 Q1. The latest visible filing shows BRO at 3.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORTLAND ASSOCIATES INC/MO's position in BROWN & BROWN INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRO was reported at 3.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.67% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CORTLAND ASSOCIATES INC/MO held BRO — position size vs. price
% of Fund (quarterly)    BRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 392,479 +103,034 +35.6% 3.67% $25.6M 2026-04-30 $59.97
2025 Q4 INITIATED 289,445 2.91% $23.1M 2026-01-28 $71.72

FAQ About CORTLAND ASSOCIATES INC/MO and BRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CORTLAND ASSOCIATES INC/MO reported owning BRO?

CORTLAND ASSOCIATES INC/MO reported BRO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BRO position in CORTLAND ASSOCIATES INC/MO's portfolio?

The largest reported portfolio weight for BRO was 3.67% in 2026 Q1.

What is the latest reported BRO position on this page?

The most recent filing on this page is 2026 Q1, when CORTLAND ASSOCIATES INC/MO reported 392,479 shares, equal to 3.67% of portfolio, with an estimated market value of $25.6M.

What does the chart on this BRO ownership page compare?

The chart compares CORTLAND ASSOCIATES INC/MO's quarterly BRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CORTLAND ASSOCIATES INC/MO Holdings