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Mayflower Financial Advisors’s Brown & Brown BRO Stock Holding History

Mayflower Financial Advisors’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
Q1 		– Sell
-4,652
Closed -$371K – 448
2025
Q4 		$371K Sell
4,652
-783
-14% -$65.3K 0.04% 295
2025
Q3 		$510K Sell
5,435
-1
-0% -$97 0.06% 249
2025
Q2 		$603K Sell
5,436
-1
-0% -$112 0.08% 211
2025
Q1 		$676K Sell
5,437
-88
-2% -$9.83K 0.1% 190
2024
Q4 		$564K Sell
5,525
-8
-0.1% -$854 0.08% 208
2024
Q3 		$573K Sell
5,533
-30
-0.5% -$2.98K 0.09% 201
2024
Q2 		$497K Buy
5,563
+8
+0.1% +$694 0.08% 211
2024
Q1 		$486K Sell
5,555
-200
-3% -$16.1K 0.08% 216
2023
Q4 		$409K Sell
5,755
-9
-0.2% -$643 0.06% 224
2023
Q3 		$403K Sell
5,764
-2,019
-26% -$144K 0.06% 216
2023
Q2 		$536K Sell
7,783
-838
-10% -$53.3K 0.07% 194
2023
Q1 		$495K Buy
8,621
+1,937
+29% +$111K 0.07% 202
2022
Q4 		$381K Buy
6,684
+1,153
+21% +$67.4K 0.05% 235
2022
Q3 		$335K Buy
5,531
+924
+20% +$58.1K 0.05% 237
2022
Q2 		$269K Sell
4,607
-3
-0.1% -$184 0.04% 264
2022
Q1 		$333K Buy
4,610
+10
+0.2% +$671 0.04% 252
2021
Q4 		$323K Hold
4,600
– – 0.04% 253
2021
Q3 		$295K Buy
4,600
+5
+0.1% +$279 0.04% 262
2021
Q2 		$244K Buy
+4,595
New +$236K 0.03% 276

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Mayflower Financial Advisors's BRO Position: Q1 2026 in Review

Mayflower Financial Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 4,652 shares — an estimated $371K sold.

Mayflower Financial Advisors first reported a position in BRO in Q2 2021 and held it in 19 quarters. The position peaked at $676K in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Mayflower Financial Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Mayflower Financial Advisors sold 4,652 Brown & Brown shares in Q1 2026, an estimated $371K.
  • Mayflower Financial Advisors first reported a position in Brown & Brown in Q2 2021 and held it in 19 quarters.
  • Mayflower Financial Advisors's Brown & Brown position peaked at $676K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Mayflower Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.