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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return