Means Investment Company’s Brown & Brown BRO Stock Holding History

Means Investment Company’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	$261K	Sell	4,000 -152	-4%	-$11K	0.02%	175
2025 Q4	$331K	Hold	4,152	–	–	0.03%	147
2025 Q3	$389K	Buy	4,152 +1	+0%	+$97	0.03%	143
2025 Q2	$460K	Hold	4,151	–	–	0.04%	130
2025 Q1	$516K	Hold	4,151	–	–	0.05%	120
2024 Q4	$423K	Hold	4,151	–	–	0.04%	138
2024 Q3	$430K	Buy	4,151 +1	+0%	+$99	0.05%	135
2024 Q2	$371K	Hold	4,150	–	–	0.04%	143
2024 Q1	$363K	Buy	4,150 +150	+4%	+$12.1K	0.05%	146
2023 Q4	$284K	Hold	4,000	–	–	0.04%	165
2023 Q3	$279K	Hold	4,000	–	–	0.05%	166
2023 Q2	$275K	Hold	4,000	–	–	0.04%	166
2023 Q1	$230K	Hold	4,000	–	–	0.04%	182
2022 Q4	$228K	Hold	4,000	–	–	0.05%	180
2022 Q3	$242K	Hold	4,000	–	–	0.05%	172
2022 Q2	$233K	Hold	4,000	–	–	0.05%	173
2022 Q1	$289K	Hold	4,000	–	–	0.05%	156
2021 Q4	$281K	Hold	4,000	–	–	0.05%	163
2021 Q3	$222K	Hold	4,000	–	–	0.04%	170
2021 Q2	$213K	Buy	+4,000	New	+$206K	0.04%	181

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Means Investment Company's BRO Position: Q1 2026 in Review

Means Investment Company reduced its Brown & Brown (BRO) stake by 3.7% in Q1 2026, selling an estimated $11K and leaving 4,000 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #175.

Means Investment Company first reported a position in BRO in Q2 2021 and has held it in 20 quarters since. The position peaked at $516K in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Means Investment Company held 4,000 shares of Brown & Brown worth $261K as of Q1 2026.
Means Investment Company sold 152 Brown & Brown shares in Q1 2026, an estimated $11K.
Brown & Brown made up 0.02% of Means Investment Company's portfolio in Q1 2026, its #175 holding.
Means Investment Company first reported a position in Brown & Brown in Q2 2021 and has held it in 20 quarters since.
Means Investment Company's Brown & Brown position peaked at $516K in Q1 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.