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 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

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

Markel Group's BRO Position: Q2 2026 in Review

Markel Group held its Brown & Brown (BRO) position steady in Q2 2026 at 14,000 shares worth $898K. The position accounts for 0.01% of the portfolio, ranked #129.

Markel Group first reported a position in BRO in Q2 2013 and has held it in 10 quarters since. The position peaked at $11.8M in Q2 2013. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Markel Group held 14,000 shares of Brown & Brown worth $898K as of Q2 2026.
Markel Group left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.01% of Markel Group's portfolio in Q2 2026, its #129 holding.
Markel Group first reported a position in Brown & Brown in Q2 2013 and has held it in 10 quarters since.
Markel Group's Brown & Brown position peaked at $11.8M in Q2 2013.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.