Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Brown & Brown, Inc. (BRO)
← All BRO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q4 0 0.00 Sell 100.00% 1.12 $13.75–15.00 · VW $14.30i SEC
2006   Q3 4,753,768 1.12 Reduce 59.60% 1.94 $14.55–15.98 · VW $15.05i $72,638,000 SEC
2006   Q2 11,766,000 3.26 Add 2.53% 0.08 $13.53–16.25 · VW $15.16i $171,901,000 SEC
2006   Q1 11,475,200 3.36 Add 1.01% 0.03 $13.93–17.63 · VW $15.72i $190,488,000 SEC
2005   Q4 11,360,000 2.62 Reduce 3.72% 0.11 $12.84–15.95 · VW $14.39i $173,467,000 SEC
2005   Q3 11,798,400 2.85 $12.42 $146,566,000 SEC
2005   Q2 11,798,400 2.39 $11.24 $132,555,000 SEC
2005   Q1 11,798,400 2.63 Add 17.33% 0.39 $10.50–12.14 · VW $11.19i $135,947,000 SEC
2004   Q4 10,056,000 1.95 $10.89 $109,485,000 SEC
Price snapshot:
Current price$69.21
52-week low$53.81
52-week high$107.27