Ownership history in Man Group plc Β· 31 quarters on record
This page tracks every 13F SEC filing in which Man Group plc reported a position in BROWN & BROWN INC (BRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Man Group plc outperformed the S&P 500 by +4.5% annually on this BRO position. Timing score: 48% (14/29 decisions correct). Average cost basis: $60.17. Maximum drawdown during holding period: β24.4%.
β
Outperformed SPY on this position by 4.5% ann.
29 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 29 add/trim decisions correct
Best entry: $26.13 (2018 Q2) Β· Worst: $123.49 (2025 Q1)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 16 trims. Bought during 2 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size