Back to BRO
MATTERN CAPITAL MANAGEMENT, LLC → BRO
MATTERN CAPITAL MANAGEMENT, LLC BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
4
Latest value
$9.9M
Q3 2026
Peak value
$10.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.9M |
| Q1 2026 | $9.3M |
| Q2 2026 | $10.9M |
| Q3 2026 | $9.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.9M | 163.2K | — | — |
| Q2 2026 | $10.9M | 169.9K | — | — |
| Q1 2026 | $9.3M | 142.7K | — | — |
| Q4 2025 | $10.9M | 137.4K | — | — |
Other funds holding BRO
$931.1M
$931.1M
$898.4M