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MassMutual Private Wealth & Trust’s Brown & Brown BRO Stock Holding History

MassMutual Private Wealth & Trust’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 		$84.4K Buy
1,315
+15
+1% +$915 ﹤0.01% 619
2026
Q1 		$84.8K Sell
1,300
-118
-8% -$8.51K ﹤0.01% 612
2025
Q4 		$113K Buy
1,418
+535
+61% +$44.6K ﹤0.01% 572
2025
Q3 		$82.8K Sell
883
-7
-0.8% -$682 ﹤0.01% 651
2025
Q2 		$98.7K Buy
890
+176
+25% +$19.8K ﹤0.01% 594
2025
Q1 		$88.8K Buy
714
+4
+0.6% +$447 ﹤0.01% 583
2024
Q4 		$72.4K Sell
710
-142
-17% -$15.2K ﹤0.01% 646
2024
Q3 		$88.3K Sell
852
-64
-7% -$6.37K ﹤0.01% 552
2024
Q2 		$81.9K Buy
916
+201
+28% +$17.4K ﹤0.01% 560
2024
Q1 		$62.6K Buy
715
+5
+0.7% +$402 ﹤0.01% 570
2023
Q4 		$50.5K Buy
710
+71
+11% +$5.08K ﹤0.01% 604
2023
Q3 		$44.6K Buy
639
+109
+21% +$7.77K ﹤0.01% 615
2023
Q2 		$36.5K Buy
530
+69
+15% +$4.39K ﹤0.01% 617
2023
Q1 		$26.5K Buy
461
+129
+39% +$7.41K ﹤0.01% 655
2022
Q4 		$19K Sell
332
-11
-3% -$643 ﹤0.01% 643
2022
Q3 		$21K Buy
343
+24
+8% +$1.51K ﹤0.01% 572
2022
Q2 		$19K Buy
319
+269
+538% +$16.5K ﹤0.01% 580
2022
Q1 		$4K Buy
50
+10
+25% +$671 ﹤0.01% 960
2021
Q4 		$3K Hold
40
– – ﹤0.01% 976
2021
Q3 		$2K Hold
40
– – ﹤0.01% 1023
2021
Q2 		$2K Buy
+40
New +$2.06K ﹤0.01% 995
2021
Q1 		– Sell
-59
Closed -$3K – 1109
2020
Q4 		$3K Buy
+59
New +$2.72K ﹤0.01% 728
2018
Q3 		– Sell
-53
Closed -$1.47K – 985
2018
Q2 		$1.47K Buy
+53
New +$1.44K ﹤0.01% 931
2016
Q2 		– Sell
-440
Closed -$7.82K – 834
2016
Q1 		$7.88K Buy
+440
New +$7.07K ﹤0.01% 568

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's BRO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Brown & Brown (BRO) stake by 1.2% in Q2 2026, buying an estimated $915 and bringing the position to 1,315 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

MassMutual Private Wealth & Trust first reported a position in BRO in Q1 2016 and has held it in 24 quarters since. The position peaked at $113K in Q4 2025. 321 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,315 shares of Brown & Brown worth $84.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 15 Brown & Brown shares in Q2 2026, an estimated $915.
  • Brown & Brown made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #619 holding.
  • MassMutual Private Wealth & Trust first reported a position in Brown & Brown in Q1 2016 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's Brown & Brown position peaked at $113K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.