Markel Group’s Brown & Brown BRO Stock Holding History

Markel Group’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 Q3	–	Sell	-14,000	Closed	-$898K	–	146
2026 Q2	$898K	Hold	14,000	–	–	0.01%	129
2026 Q1	$913K	Buy	14,000 +3,000	+27%	+$216K	0.01%	128
2025 Q4	$877K	Buy	+11,000	New	+$918K	0.01%	127
2015 Q1	–	Sell	-331,256	Closed	-$5.45M	–	107
2014 Q4	$5.45M	Sell	331,256 -400,000	-55%	-$6.42M	0.14%	86
2014 Q3	$11.8M	Hold	731,256	–	–	0.33%	62
2014 Q2	$11.2M	Hold	731,256	–	–	0.32%	60
2014 Q1	$11.2M	Hold	731,256	–	–	0.35%	55
2013 Q4	$11.5M	Hold	731,256	–	–	0.36%	52
2013 Q3	$11.7M	Hold	731,256	–	–	0.4%	48
2013 Q2	$11.8M	Buy	+731,256	New	+$11.6M	0.42%	47

Other funds holding BRO

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Markel Group's BRO Position: Q3 2026 in Review

Markel Group sold out of Brown & Brown (BRO) in Q3 2026, closing a stake of 14,000 shares — an estimated $898K sold.

Markel Group first reported a position in BRO in Q2 2013 and held it in 10 quarters. The position peaked at $11.8M in Q2 2013. 425 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

Markel Group reported no remaining Brown & Brown position as of Q3 2026 after selling out during the quarter.
Markel Group sold 14,000 Brown & Brown shares in Q3 2026, an estimated $898K.
Markel Group first reported a position in Brown & Brown in Q2 2013 and held it in 10 quarters.
Markel Group's Brown & Brown position peaked at $11.8M in Q2 2013.
425 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Markel Group's 13F filing for Q3 2026, filed 30 Oct 2026.