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Mather Group’s Brown & Brown BRO Stock Holding History

Mather 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 		$496K Buy
7,733
+5,557
+255% +$339K ﹤0.01% 536
2026
Q1 		$142K Sell
2,176
-676
-24% -$48.7K ﹤0.01% 814
2025
Q4 		$227K Buy
2,852
+351
+14% +$29.3K ﹤0.01% 600
2025
Q3 		$235K Buy
2,501
+5
+0.2% +$487 ﹤0.01% 584
2025
Q2 		$277K Sell
2,496
-141
-5% -$15.8K ﹤0.01% 520
2025
Q1 		$328K Buy
2,637
+209
+9% +$23.4K ﹤0.01% 466
2024
Q4 		$248K Sell
2,428
-2
-0.1% -$214 ﹤0.01% 505
2024
Q3 		$252K Sell
2,430
-31
-1% -$3.08K ﹤0.01% 507
2024
Q2 		$215K Buy
2,461
+335
+16% +$29.1K ﹤0.01% 593
2024
Q1 		$151K Buy
+2,126
New +$171K ﹤0.01% 599

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

Mather Group's BRO Position: Q2 2026 in Review

Mather Group increased its Brown & Brown (BRO) stake by 255% in Q2 2026, buying an estimated $339K and bringing the position to 7,733 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Mather Group first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Mather Group held 7,733 shares of Brown & Brown worth $496K as of Q2 2026.
  • Mather Group bought 5,557 Brown & Brown shares in Q2 2026, an estimated $339K.
  • Brown & Brown made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #536 holding.
  • Mather Group first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.