BRO β€” BROWN & BROWN INC

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.

πŸ” Peak position
0.18% (2023 Q4)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2018 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
31

Position Intelligence

Man Group plc Γ— BRO AI Analytics

πŸ“ˆ 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: –24.4%.

πŸ“ˆ Position Alpha vs SPY
+4.5%
annualised excess return

βœ… Outperformed SPY on this position by 4.5% ann.
29 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
14 of 29 add/trim decisions correct

πŸ’° Entry Quality
$60.17
+55.2% vs current ($93.38)

Best entry: $26.13 (2018 Q2)  Β·  Worst: $123.49 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–24.4%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
48%
buy-side decisions

15 adds Β· 16 trims. Bought during 2 of 8 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    BRO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 15,725 -70,323 -81.7% 0.00% $1.5M $93.38
2025 Q2 REDUCED 86,048 -40,426 -32.0% 0.02% $9.5M $110.21
2025 Q1 ADDED 126,474 +3,533 +2.9% 0.04% $15.7M $123.49
2024 Q4 REDUCED 122,941 -34,641 -22.0% 0.03% $12.5M $101.13
2024 Q3 ADDED 157,582 +32,713 +26.2% 0.04% $16.3M $102.56
2024 Q2 REDUCED 124,869 -245,605 -66.3% 0.03% $11.2M $88.39
2024 Q1 REDUCED 370,474 -535,236 -59.1% 0.08% $32.4M $86.41
2023 Q4 ADDED 905,710 +178,111 +24.5% 0.18% $64.4M $70.07
2023 Q3 ADDED 727,599 +492,151 +209.0% 0.16% $50.8M $68.69
2023 Q2 ADDED 235,448 +211,655 +889.6% 0.05% $16.2M $67.60
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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