MGWM
BRO icon

Marks Group Wealth Management’s Brown & Brown BRO Stock Holding History

Marks Group Wealth 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
Q2 		$4.25M Sell
66,209
-20,763
-24% -$1.27M 0.37% 65
2026
Q1 		$5.67M Buy
86,972
+6,371
+8% +$459K 0.55% 70
2025
Q4 		$6.42M Sell
80,601
-6,066
-7% -$506K 0.62% 61
2025
Q3 		$8.13M Sell
86,667
-1,234
-1% -$120K 0.76% 56
2025
Q2 		$9.75M Buy
87,901
+790
+0.9% +$88.8K 0.91% 24
2025
Q1 		$10.8M Sell
87,111
-4,391
-5% -$491K 1.04% 14
2024
Q4 		$9.34M Sell
91,502
-3,890
-4% -$415K 0.92% 28
2024
Q3 		$9.88M Sell
95,392
-4,537
-5% -$451K 0.94% 19
2024
Q2 		$8.93M Sell
99,929
-8,623
-8% -$749K 0.94% 19
2024
Q1 		$9.5M Sell
108,552
-1,405
-1% -$113K 0.99% 24
2023
Q4 		$7.82M Sell
109,957
-1,358
-1% -$97.1K 0.89% 31
2023
Q3 		$7.77M Sell
111,315
-1,408
-1% -$100K 0.96% 19
2023
Q2 		$7.76M Buy
112,723
+931
+0.8% +$59.2K 0.92% 23
2023
Q1 		$6.42M Buy
111,792
+2,304
+2% +$132K 0.82% 49
2022
Q4 		$6.24M Buy
109,488
+1,512
+1% +$88.4K 0.85% 47
2022
Q3 		$6.53M Buy
107,976
+1,819
+2% +$114K 0.99% 16
2022
Q2 		$6.19M Buy
106,157
+2,120
+2% +$130K 0.89% 25
2022
Q1 		$7.52M Buy
104,037
+5,874
+6% +$394K 0.94% 18
2021
Q4 		$6.89M Sell
98,163
-10,070
-9% -$650K 0.84% 28
2021
Q3 		$6M Sell
108,233
-1,060
-1% -$59.1K 0.81% 40
2021
Q2 		$5.81M Sell
109,293
-4,169
-4% -$214K 0.8% 41
2021
Q1 		$5.18M Buy
113,462
+6,297
+6% +$289K 0.77% 58
2020
Q4 		$5.08M Buy
107,165
+180
+0.2% +$8.29K 0.79% 47
2020
Q3 		$4.84M Buy
106,985
+682
+0.6% +$30.4K 0.87% 31
2020
Q2 		$4.34M Sell
106,303
-784
-0.7% -$30.2K 0.88% 39
2020
Q1 		$3.88M Sell
107,087
-26,922
-20% -$1.14M 1% 10
2019
Q4 		$5.29M Buy
+134,009
New +$5.03M 1.04% 9

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Marks Group Wealth Management's BRO Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Brown & Brown (BRO) stake by 24% in Q2 2026, selling an estimated $1.27M and leaving 66,209 shares worth $4.25M. The position accounts for 0.37% of the portfolio, ranked #65.

Marks Group Wealth Management first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.8M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Marks Group Wealth Management held 66,209 shares of Brown & Brown worth $4.25M as of Q2 2026.
  • Marks Group Wealth Management sold 20,763 Brown & Brown shares in Q2 2026, an estimated $1.27M.
  • Brown & Brown made up 0.37% of Marks Group Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Marks Group Wealth Management first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Brown & Brown position peaked at $10.8M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.