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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 – 461
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 $5.7T 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 $18.8B AUM 17.33% 1-Year Est. Return