MGP
BRO icon

Metis Global Partners’s Brown & Brown BRO Stock Holding History

Metis Global Partners’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 		$903K Sell
14,076
-1,601
-10% -$97.7K 0.02% 462
2026
Q1 		$1.02M Sell
15,677
-1,279
-8% -$92.2K 0.03% 434
2025
Q4 		$1.35M Sell
16,956
-621
-4% -$51.8K 0.03% 396
2025
Q3 		$1.65M Buy
17,577
+520
+3% +$50.7K 0.04% 365
2025
Q2 		$1.89M Sell
17,057
-1,008
-6% -$113K 0.05% 325
2025
Q1 		$2.25M Buy
18,065
+2,403
+15% +$269K 0.06% 288
2024
Q4 		$1.6M Buy
15,662
+598
+4% +$63.9K 0.05% 340
2024
Q3 		$1.56M Buy
15,064
+974
+7% +$96.9K 0.05% 354
2024
Q2 		$1.26M Buy
14,090
+373
+3% +$32.4K 0.04% 366
2024
Q1 		$1.2M Buy
13,717
+198
+1% +$15.9K 0.04% 382
2023
Q4 		$961K Sell
13,519
-252
-2% -$18K 0.04% 416
2023
Q3 		$962K Buy
13,771
+1,157
+9% +$82.5K 0.05% 386
2023
Q2 		$868K Buy
12,614
+1,643
+15% +$105K 0.05% 399
2023
Q1 		$630K Buy
10,971
+2,451
+29% +$141K 0.04% 437
2022
Q4 		$485K Buy
8,520
+2,110
+33% +$123K 0.04% 430
2022
Q3 		$387K Buy
6,410
+1,342
+26% +$84.4K 0.06% 357
2022
Q2 		$296K Buy
5,068
+1,321
+35% +$81.1K 0.05% 419
2022
Q1 		$271K Buy
+3,747
New +$251K 0.03% 452

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

Metis Global Partners's BRO Position: Q2 2026 in Review

Metis Global Partners reduced its Brown & Brown (BRO) stake by 10% in Q2 2026, selling an estimated $97.7K and leaving 14,076 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #462.

Metis Global Partners first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.25M in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Metis Global Partners held 14,076 shares of Brown & Brown worth $903K as of Q2 2026.
  • Metis Global Partners sold 1,601 Brown & Brown shares in Q2 2026, an estimated $97.7K.
  • Brown & Brown made up 0.02% of Metis Global Partners's portfolio in Q2 2026, its #462 holding.
  • Metis Global Partners first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
  • Metis Global Partners's Brown & Brown position peaked at $2.25M in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.