PENINSULA ASSET MANAGEMENT INC BRO — BROWN & BROWN INC

Ownership history in PENINSULA ASSET MANAGEMENT INC  ·  5 quarters on record

AI Ownership Summary

PENINSULA ASSET MANAGEMENT INC reported BROWN & BROWN INC (BRO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.68% in 2025 Q1. The latest visible filing shows BRO at 0.60% 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 PENINSULA ASSET MANAGEMENT INC'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 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% 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
2025 Q1 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.

BRO stock page PENINSULA ASSET MANAGEMENT INC fund profile PENINSULA ASSET MANAGEMENT INC full holdings
How PENINSULA ASSET MANAGEMENT INC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,165 +3,620 +24.9% 0.60% $1.2M 2026-05-05 $57.34
2025 Q4 REDUCED 40.9% -18.0% ✅ 14,545 -10,085 -40.9% 0.59% $1.2M 2026-02-12 $69.33
2025 Q3 ADDED — — — 24,630 +110 +0.4% 1.19% $2.3M 2025-11-12 $79.78
2025 Q2 ADDED — — — 24,520 +185 +0.8% 1.44% $2.7M 2025-08-07 $91.69
2025 Q1 INITIATED — — — 24,335 — — 1.68% $3.0M 2025-05-08 $110.39

🏢 Other funds also holding BRO

As of 2026 Q1 — sorted by position size

Courant Investment Management LLC 3Y 7Y 7.41% PhiloSmith Capital Corp 3Y 6.46% JACKSON HILL ADVISORS, LLC 3Y 6.27% GOBI CAPITAL LLC 3Y 7Y 5.88% Triad Investment Management 3Y 7Y 5.49% Quantum Capital Management, LLC / NJ 3Y 7Y 5.35% Tandem Investment Advisors, Inc. 3Y 7Y 3.79% CORTLAND ASSOCIATES INC/MO 3Y 7Y 3.67% Dundas Partners LLP 3Y 7Y 3.43% VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 3Y 7Y 3.36%

FAQ About PENINSULA ASSET MANAGEMENT INC and BRO

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

How long has PENINSULA ASSET MANAGEMENT INC reported owning BRO?

PENINSULA ASSET MANAGEMENT INC reported BRO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BRO position in PENINSULA ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for BRO was 1.68% in 2025 Q1.

What is the latest reported BRO position on this page?

The most recent filing on this page is 2026 Q1, when PENINSULA ASSET MANAGEMENT INC reported 18,165 shares, equal to 0.60% of portfolio, with an estimated market value of $1.2M.

What does the chart on this BRO ownership page compare?

The chart compares PENINSULA ASSET MANAGEMENT INC'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.

How well did PENINSULA ASSET MANAGEMENT INC time their BRO position?

Based on 13F filing dates vs. subsequent BRO price moves, PENINSULA ASSET MANAGEMENT INC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on BRO relative to SPY over the holding period was -60.2%.

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