Mariner’s Brown & Brown BRO Stock Holding History

Mariner’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	$1.29M	Buy	+20,032	New	+$1.22M	﹤0.01%	1764
2026 Q1	–	Sell	-78,182	Closed	-$6.23M	–	3587
2025 Q4	$6.23M	Buy	78,182 +3,492	+5%	+$291K	0.01%	914
2025 Q3	$7.01M	Buy	74,690 +23,112	+45%	+$2.25M	0.01%	772
2025 Q2	$5.72M	Sell	51,578 -9,111	-15%	-$1.02M	0.01%	818
2025 Q1	$7.55M	Buy	60,689 +307	+0.5%	+$34.3K	0.01%	652
2024 Q4	$6.16M	Buy	60,382 +3,361	+6%	+$359K	0.01%	722
2024 Q3	$5.91M	Buy	57,021 +41	+0.1%	+$4.08K	0.01%	724
2024 Q2	$5.09M	Buy	56,980 +1,635	+3%	+$142K	0.01%	716
2024 Q1	$4.84M	Sell	55,345 -178	-0.3%	-$14.3K	0.01%	746
2023 Q4	$3.95M	Buy	55,523 +5,941	+12%	+$425K	0.01%	773
2023 Q3	$3.46M	Buy	49,582 +3,585	+8%	+$256K	0.01%	770
2023 Q2	$3.17M	Buy	45,997 +7,083	+18%	+$451K	0.01%	808
2023 Q1	$2.23M	Sell	38,914 -454	-1%	-$26.1K	0.01%	909
2022 Q4	$2.24M	Sell	39,368 -1,863	-5%	-$109K	0.01%	883
2022 Q3	$2.49M	Buy	41,231 +1,515	+4%	+$95.3K	0.01%	686
2022 Q2	$2.32M	Buy	39,716 +4,026	+11%	+$247K	0.01%	671
2022 Q1	$2.58M	Buy	35,690 +25	+0.1%	+$1.68K	0.01%	661
2021 Q4	$2.51M	Buy	35,665 +24,464	+218%	+$1.58M	0.01%	603
2021 Q3	$621K	Sell	11,201 -23,654	-68%	-$1.32M	﹤0.01%	805
2021 Q2	$1.85M	Buy	34,855 +24,835	+248%	+$1.28M	0.01%	513
2021 Q1	$458K	Buy	+10,020	New	+$460K	﹤0.01%	756
2019 Q3	–	Sell	-9,791	Closed	-$328K	–	732
2019 Q2	$328K	Buy	9,791 +509	+5%	+$16.1K	﹤0.01%	849
2019 Q1	$274K	Buy	9,282 +331	+4%	+$9.45K	﹤0.01%	846
2018 Q4	$247K	Sell	8,951 -1,561	-15%	-$44.1K	﹤0.01%	721
2018 Q3	$311K	Buy	10,512 +455	+5%	+$13.5K	0.01%	648
2018 Q2	$279K	Buy	+10,057	New	+$274K	0.01%	652

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

Mariner's BRO Position: Q2 2026 in Review

Mariner opened a new position in Brown & Brown (BRO) in Q2 2026: 20,032 shares worth $1.29M. The stake represents ﹤0.01% of the portfolio and ranks #1764 among its holdings. This is a return to the name: Mariner previously reported a position in BRO as recently as Q4 2025.

Mariner first reported a position in BRO in Q2 2018 and has held it in 26 quarters since. The position peaked at $7.55M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Mariner held 20,032 shares of Brown & Brown worth $1.29M as of Q2 2026.
Brown & Brown was a new Mariner position in Q2 2026.
Brown & Brown made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1764 holding.
Mariner first reported a position in Brown & Brown in Q2 2018 and has held it in 26 quarters since.
Mariner's Brown & Brown position peaked at $7.55M in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.