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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

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 New York $59B AUM 32.99% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Markel Group's BRO Position: Q1 2026 in Review

Markel Group increased its Brown & Brown (BRO) stake by 27% in Q1 2026, buying an estimated $216K and bringing the position to 14,000 shares worth $913K. The position accounts for 0.01% of the portfolio, ranked #128.

Markel Group first reported a position in BRO in Q2 2013 and has held it in 9 quarters since. The position peaked at $11.8M in Q2 2013. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Markel Group held 14,000 shares of Brown & Brown worth $913K as of Q1 2026.
Markel Group bought 3,000 Brown & Brown shares in Q1 2026, an estimated $216K.
Brown & Brown made up 0.01% of Markel Group's portfolio in Q1 2026, its #128 holding.
Markel Group first reported a position in Brown & Brown in Q2 2013 and has held it in 9 quarters since.
Markel Group's Brown & Brown position peaked at $11.8M in Q2 2013.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.