BRO β€” BROWN & BROWN INC

Ownership history in MATTERN CAPITAL MANAGEMENT, LLC  Β·  25 quarters on record

AI Ownership Summary

MATTERN CAPITAL MANAGEMENT, LLC reported BROWN & BROWN INC (BRO) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.88% in 2025 Q1. The latest visible filing shows BRO at 1.29% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATTERN CAPITAL MANAGEMENT, LLC'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
2025 Q4

BRO was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

BRO stock page MATTERN CAPITAL MANAGEMENT, LLC fund profile MATTERN CAPITAL MANAGEMENT, LLC full holdings
How MATTERN CAPITAL MANAGEMENT, LLC held BRO β€” position size vs. price
% of Fund (quarterly)    BRO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 137,386 +5,007 +3.8% 1.29% $10.9M 2026-02-14 (Est.) $68.47
2025 Q3 ADDED 132,379 +13,181 +11.1% 1.46% $12.4M 2025-10-21 $87.89
2025 Q2 ADDED 119,198 +636 +0.5% 1.59% $13.2M 2025-07-21 $101.88
2025 Q1 REDUCED 118,562 -8,176 -6.5% 1.88% $14.7M 2025-04-23 $117.34
2024 Q4 REDUCED 126,738 -2,668 -2.1% 1.68% $12.9M 2025-02-03 $104.62
2024 Q3 REDUCED 129,406 -1,103 -0.8% 1.69% $13.4M 2024-10-24 $104.22
2024 Q2 REDUCED 130,509 -1,238 -0.9% 1.61% $11.7M 2024-08-02 $100.07
2024 Q1 REDUCED 131,747 -1,366 -1.0% 1.57% $11.5M 2024-05-14 $87.44
2023 Q4 ADDED 133,113 +3,293 +2.5% 1.38% $9.5M 2024-02-14 $81.14
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BRO

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.41% Somerset Trust Co 3Y 7Y 0.08% Hickory Point Bank & Trust 0.01% Aspect Partners, LLC 0.0%

FAQ About MATTERN CAPITAL MANAGEMENT, LLC and BRO

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

How long has MATTERN CAPITAL MANAGEMENT, LLC reported owning BRO?

MATTERN CAPITAL MANAGEMENT, LLC reported BRO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRO position in MATTERN CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BRO was 1.88% in 2025 Q1.

What is the latest reported BRO position on this page?

The most recent filing on this page is 2025 Q4, when MATTERN CAPITAL MANAGEMENT, LLC reported 137,386 shares, equal to 1.29% of portfolio, with an estimated market value of $10.9M.

What does the chart on this BRO ownership page compare?

The chart compares MATTERN CAPITAL MANAGEMENT, LLC'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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