Mercer Global Advisors
BRO icon

Mercer Global Advisors’s Brown & Brown BRO Stock Holding History

Mercer Global 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
Q2 		$1.97M Buy
30,737
+16,397
+114% +$1M ﹤0.01% 1336
2026
Q1 		$935K Buy
14,340
+1,820
+15% +$131K ﹤0.01% 1603
2025
Q4 		$998K Sell
12,520
-20,667
-62% -$1.72M ﹤0.01% 1456
2025
Q3 		$3.11M Buy
33,187
+21,492
+184% +$2.09M 0.01% 850
2025
Q2 		$1.3M Sell
11,695
-141
-1% -$15.8K ﹤0.01% 1091
2025
Q1 		$1.47M Buy
11,836
+2,651
+29% +$296K ﹤0.01% 951
2024
Q4 		$937K Sell
9,185
-8,064
-47% -$861K ﹤0.01% 1146
2024
Q3 		$1.81M Buy
17,249
+3,171
+23% +$315K ﹤0.01% 805
2024
Q2 		$1.26M Buy
14,078
+841
+6% +$73K ﹤0.01% 868
2024
Q1 		$1.16M Buy
13,237
+198
+2% +$15.9K ﹤0.01% 909
2023
Q4 		$927K Buy
13,039
+2,926
+29% +$209K ﹤0.01% 1006
2023
Q3 		$706K Buy
10,113
+1,797
+22% +$128K ﹤0.01% 1087
2023
Q2 		$572K Buy
8,316
+1,733
+26% +$110K ﹤0.01% 1166
2023
Q1 		$378K Buy
6,583
+1,972
+43% +$113K ﹤0.01% 1362
2022
Q4 		$256K Sell
4,611
-634
-12% -$37.1K ﹤0.01% 1575
2022
Q3 		$317K Sell
5,245
-1,448
-22% -$91.1K ﹤0.01% 1373
2022
Q2 		$390K Buy
6,693
+2,546
+61% +$156K ﹤0.01% 1282
2022
Q1 		$300K Buy
4,147
+1,173
+39% +$78.7K ﹤0.01% 1507
2021
Q4 		$209K Buy
+2,974
New +$192K ﹤0.01% 1635

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

Mercer Global Advisors's BRO Position: Q2 2026 in Review

Mercer Global Advisors increased its Brown & Brown (BRO) stake by 114% in Q2 2026, buying an estimated $1M and bringing the position to 30,737 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Mercer Global Advisors first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.11M in Q3 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Mercer Global Advisors held 30,737 shares of Brown & Brown worth $1.97M as of Q2 2026.
  • Mercer Global Advisors bought 16,397 Brown & Brown shares in Q2 2026, an estimated $1M.
  • Brown & Brown made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1336 holding.
  • Mercer Global Advisors first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
  • Mercer Global Advisors's Brown & Brown position peaked at $3.11M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.