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MCF Advisors’s Brown & Brown BRO Stock Holding History

MCF 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
-124
Closed -$9.88K – 1343
2025
Q4 		$9.88K Buy
+124
New +$10.3K ﹤0.01% 836
2015
Q4 		– Sell
-3,170
Closed -$49K – 460
2015
Q3 		$49K Hold
3,170
– – 0.01% 182
2015
Q2 		$52K Hold
3,170
– – 0.01% 181
2015
Q1 		$52K Hold
3,170
– – 0.01% 184
2014
Q4 		$52K Hold
3,170
– – 0.01% 174
2014
Q3 		$51K Buy
+3,170
New +$50.2K 0.02% 180

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

MCF Advisors's BRO Position: Q1 2026 in Review

MCF Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 124 shares — an estimated $9.88K sold.

MCF Advisors first reported a position in BRO in Q3 2014 and held it in 6 quarters. The position peaked at $52K in Q2 2015. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • MCF Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • MCF Advisors sold 124 Brown & Brown shares in Q1 2026, an estimated $9.88K.
  • MCF Advisors first reported a position in Brown & Brown in Q3 2014 and held it in 6 quarters.
  • MCF Advisors's Brown & Brown position peaked at $52K in Q2 2015.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.