MGO One Seven’s Brown & Brown BRO Stock Holding History

MGO One Seven’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	$231K	Sell	3,603 -15,377	-81%	-$938K	﹤0.01%	1404
2026 Q1	$1.24M	Sell	18,980 -1,428	-7%	-$103K	0.02%	600
2025 Q4	$1.63M	Sell	20,408 -632	-3%	-$52.7K	0.03%	485
2025 Q3	$1.97M	Sell	21,040 -11,589	-36%	-$1.13M	0.05%	411
2025 Q2	$3.62M	Buy	32,629 +15,277	+88%	+$1.72M	0.12%	193
2025 Q1	$2.16M	Sell	17,352 -1,920	-10%	-$215K	0.08%	262
2024 Q4	$1.97M	Buy	19,272 +13,423	+229%	+$1.43M	0.08%	285
2024 Q3	$606K	Sell	5,849 -73	-1%	-$7.26K	0.03%	521
2024 Q2	$529K	Buy	5,922 +578	+11%	+$50.2K	0.03%	536
2024 Q1	$468K	Sell	5,344 -628	-11%	-$50.5K	0.02%	539
2023 Q4	$425K	Buy	+5,972	New	+$427K	0.02%	589
2022 Q1	–	Sell	-3,589	Closed	-$252K	–	679
2021 Q4	$252K	Buy	+3,589	New	+$232K	0.03%	551

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

MGO One Seven's BRO Position: Q2 2026 in Review

MGO One Seven reduced its Brown & Brown (BRO) stake by 81% in Q2 2026, selling an estimated $938K and leaving 3,603 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

MGO One Seven first reported a position in BRO in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.62M in Q2 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

MGO One Seven held 3,603 shares of Brown & Brown worth $231K as of Q2 2026.
MGO One Seven sold 15,377 Brown & Brown shares in Q2 2026, an estimated $938K.
Brown & Brown made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1404 holding.
MGO One Seven first reported a position in Brown & Brown in Q4 2021 and has held it in 12 quarters since.
MGO One Seven's Brown & Brown position peaked at $3.62M in Q2 2025.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.