Dorato Capital Management BRO BROWN & BROWN INC

Ownership history in Dorato Capital Management  ·  2 quarters on record

AI Ownership Summary

Dorato Capital Management reported BROWN & BROWN INC (BRO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows BRO at 0.05% 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 Dorato Capital Management's position in BROWN & BROWN INC, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

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 Dorato Capital Management 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 UNCHANGED 980 0% 0.05% $66K 2026-04-09 $66.93
2025 Q4 INITIATED 980 0.06% $78K 2026-01-16 $79.59

FAQ About Dorato Capital Management and BRO

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

How long has Dorato Capital Management reported owning BRO?

Dorato Capital Management reported BRO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BRO position in Dorato Capital Management's portfolio?

The largest reported portfolio weight for BRO was 0.06% in 2025 Q4.

What is the latest reported BRO position on this page?

The most recent filing on this page is 2026 Q1, when Dorato Capital Management reported 980 shares, equal to 0.05% of portfolio, with an estimated market value of $66K.

What does the chart on this BRO ownership page compare?

The chart compares Dorato Capital Management'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.

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