Massachusetts Financial Services
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Massachusetts Financial Services’s Brown & Brown BRO Stock Holding History

Massachusetts Financial Services’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 		$139M Buy
2,169,415
+632,230
+41% +$38.6M 0.04% 341
2026
Q1 		$100M Buy
+1,537,185
New +$111M 0.03% 364

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 $59.9B AUM 27.01% 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

Massachusetts Financial Services's BRO Position: Q2 2026 in Review

Massachusetts Financial Services increased its Brown & Brown (BRO) stake by 41% in Q2 2026, buying an estimated $38.6M and bringing the position to 2,169,415 shares worth $139M. The position accounts for 0.04% of the portfolio, ranked #341.

Massachusetts Financial Services first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Massachusetts Financial Services held 2,169,415 shares of Brown & Brown worth $139M as of Q2 2026.
  • Massachusetts Financial Services bought 632,230 Brown & Brown shares in Q2 2026, an estimated $38.6M.
  • Brown & Brown made up 0.04% of Massachusetts Financial Services's portfolio in Q2 2026, its #341 holding.
  • Massachusetts Financial Services first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.