Marshall Wace’s Brown & Brown BRO Stock Holding History

Marshall Wace’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	$11M	Sell	171,498 -74,851	-30%	-$4.57M	0.01%	1004
2026 Q1	$16.1M	Buy	246,349 +237,920	+2,823%	+$17.1M	0.02%	780
2025 Q4	$672K	Buy	+8,429	New	+$703K	﹤0.01%	2118
2025 Q1	–	Sell	-43,492	Closed	-$4.44M	–	2641
2024 Q4	$4.44M	Buy	43,492 +39,455	+977%	+$4.21M	0.01%	1110
2024 Q3	$418K	Buy	+4,037	New	+$401K	﹤0.01%	1983
2023 Q3	–	Sell	-70,257	Closed	-$4.84M	–	2218
2023 Q2	$4.84M	Buy	70,257 +46,102	+191%	+$2.93M	0.01%	1031
2023 Q1	$1.39M	Buy	+24,155	New	+$1.39M	﹤0.01%	1655
2022 Q3	–	Sell	-15,853	Closed	-$925K	–	3361
2022 Q2	$925K	Buy	+15,853	New	+$973K	﹤0.01%	2480
2021 Q4	–	Sell	-4,161	Closed	-$231K	–	3876
2021 Q3	$231K	Buy	+4,161	New	+$232K	﹤0.01%	2751
2020 Q1	–	Sell	-42,106	Closed	-$1.66M	–	1645
2019 Q4	$1.66M	Buy	+42,106	New	+$1.58M	0.01%	858
2019 Q1	–	Sell	-44,567	Closed	-$1.23M	–	1725
2018 Q4	$1.23M	Sell	44,567 -410,634	-90%	-$11.6M	0.01%	855
2018 Q3	$13.5M	Buy	455,201 +360,573	+381%	+$10.7M	0.11%	241
2018 Q2	$2.62M	Buy	+94,628	New	+$2.58M	0.04%	382

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

Marshall Wace's BRO Position: Q2 2026 in Review

Marshall Wace reduced its Brown & Brown (BRO) stake by 30% in Q2 2026, selling an estimated $4.57M and leaving 171,498 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #1004.

Marshall Wace first reported a position in BRO in Q2 2018 and has held it in 13 quarters since. The position peaked at $16.1M in Q1 2026. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Marshall Wace held 171,498 shares of Brown & Brown worth $11M as of Q2 2026.
Marshall Wace sold 74,851 Brown & Brown shares in Q2 2026, an estimated $4.57M.
Brown & Brown made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1004 holding.
Marshall Wace first reported a position in Brown & Brown in Q2 2018 and has held it in 13 quarters since.
Marshall Wace's Brown & Brown position peaked at $16.1M in Q1 2026.
807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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