BRO β€” Brown & Brown Inc

Ownership history in Quantum Capital Management, LLC / NJ  Β·  8 quarters on record

AI Ownership Summary

Quantum Capital Management, LLC / NJ reported Brown & Brown Inc (BRO) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 6.0% in 2025 Q4. The latest visible filing shows BRO at 6.00% 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 Quantum Capital Management, LLC / NJ'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 6.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.0% 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
2024 Q1 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.

How Quantum Capital Management, LLC / NJ held BRO β€” position size vs. price
% of Fund (quarterly)    BRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 649,855 +388,059 +148.2% 6.00% $51.8M 2026-02-14 (Est.) $68.47
2025 Q3 ADDED 261,796 +164,519 +169.1% 2.69% $24.6M 2025-11-13 $79.88
2025 Q2 REDUCED 97,277 -11,562 -10.6% 1.17% $10.8M 2025-08-14 $94.71
2025 Q1 REDUCED 108,839 -2,423 -2.2% 1.40% $13.5M 2025-05-14 $107.63
2024 Q4 ADDED 111,262 +175 +0.2% 1.22% $11.4M 2025-02-12 $108.49
2024 Q3 ADDED 111,087 +1,060 +1.0% 1.19% $11.5M 2024-11-13 $110.94
2024 Q2 REDUCED 110,027 -2,874 -2.5% 1.11% $9.8M 2024-08-13 $98.93
2024 Q1 INITIATED 112,901 β€” β€” 1.08% $9.9M 2024-05-14 $87.44

FAQ About Quantum Capital Management, LLC / NJ and BRO

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

How long has Quantum Capital Management, LLC / NJ reported owning BRO?

Quantum Capital Management, LLC / NJ reported BRO across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BRO position in Quantum Capital Management, LLC / NJ's portfolio?

The largest reported portfolio weight for BRO was 6.00% in 2025 Q4.

What is the latest reported BRO position on this page?

The most recent filing on this page is 2025 Q4, when Quantum Capital Management, LLC / NJ reported 649,855 shares, equal to 6.00% of portfolio, with an estimated market value of $51.8M.

What does the chart on this BRO ownership page compare?

The chart compares Quantum Capital Management, LLC / NJ'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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