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M Holdings Securities’s Brown & Brown BRO Stock Holding History

M Holdings Securities’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-31,307
Closed -$1.73M – 168
2026
Q1 		$1.73M Sell
31,307
-4
-0% -$288 0.12% 146
2025
Q4 		$2.5M Buy
+31,311
New +$2.61M 0.18% 103

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

M Holdings Securities's BRO Position: Q2 2026 in Review

M Holdings Securities sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 31,307 shares — an estimated $1.73M sold.

M Holdings Securities first reported a position in BRO in Q4 2025 and held it in 2 quarters. The position peaked at $2.5M in Q4 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • M Holdings Securities reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 31,307 Brown & Brown shares in Q2 2026, an estimated $1.73M.
  • M Holdings Securities first reported a position in Brown & Brown in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's Brown & Brown position peaked at $2.5M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.