MAI Capital Management’s Brown & Brown BRO Stock Holding History

MAI Capital Management’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	$228K	Buy	3,554 +1,051	+42%	+$64.1K	﹤0.01%	1747
2026 Q1	$163K	Buy	2,503 +281	+13%	+$20.3K	﹤0.01%	1568
2025 Q4	$177K	Sell	2,222 -311	-12%	-$25.9K	﹤0.01%	1361
2025 Q3	$238K	Buy	2,533 +565	+29%	+$55.1K	﹤0.01%	1209
2025 Q2	$218K	Buy	1,968 +161	+9%	+$18.1K	﹤0.01%	1140
2025 Q1	$225K	Buy	1,807 +508	+39%	+$56.8K	﹤0.01%	1074
2024 Q4	$133K	Buy	+1,299	New	+$139K	﹤0.01%	1311
2024 Q3	–	Sell	-2,695	Closed	-$241K	–	1124
2024 Q2	$241K	Buy	2,695 +89	+3%	+$7.73K	﹤0.01%	1071
2024 Q1	$228K	Buy	+2,606	New	+$209K	﹤0.01%	1079
2022 Q3	–	Sell	-3,808	Closed	-$222K	–	957
2022 Q2	$222K	Sell	3,808 -4	-0.1%	-$246	﹤0.01%	774
2022 Q1	$275K	Buy	3,812 +53	+1%	+$3.55K	﹤0.01%	709
2021 Q4	$264K	Hold	3,759	–	–	﹤0.01%	748
2021 Q3	$208K	Buy	+3,759	New	+$209K	﹤0.01%	723

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

MAI Capital Management's BRO Position: Q2 2026 in Review

MAI Capital Management increased its Brown & Brown (BRO) stake by 42% in Q2 2026, buying an estimated $64.1K and bringing the position to 3,554 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

MAI Capital Management first reported a position in BRO in Q3 2021 and has held it in 13 quarters since. The position peaked at $275K in Q1 2022. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

MAI Capital Management held 3,554 shares of Brown & Brown worth $228K as of Q2 2026.
MAI Capital Management bought 1,051 Brown & Brown shares in Q2 2026, an estimated $64.1K.
Brown & Brown made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1747 holding.
MAI Capital Management first reported a position in Brown & Brown in Q3 2021 and has held it in 13 quarters since.
MAI Capital Management's Brown & Brown position peaked at $275K in Q1 2022.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.