Millstone Evans Group’s Brown & Brown BRO Stock Holding History

Millstone Evans Group’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	$16.8K	Buy	262 +197	+303%	+$12K	0.01%	525
2026 Q1	$4.24K	Hold	65	–	–	﹤0.01%	672
2025 Q4	$5.18K	Hold	65	–	–	﹤0.01%	638
2025 Q3	$6.1K	Sell	65 -6	-8%	-$585	﹤0.01%	604
2025 Q2	$7.87K	Sell	71 -31	-30%	-$3.48K	0.01%	548
2025 Q1	$12.7K	Buy	102 +62	+155%	+$6.93K	0.01%	502
2024 Q4	$4.08K	Buy	+40	New	+$4.27K	﹤0.01%	591

Other funds holding BRO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

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 $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Millstone Evans Group's BRO Position: Q2 2026 in Review

Millstone Evans Group increased its Brown & Brown (BRO) stake by 303% in Q2 2026, buying an estimated $12K and bringing the position to 262 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #525.

Millstone Evans Group first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Millstone Evans Group held 262 shares of Brown & Brown worth $16.8K as of Q2 2026.
Millstone Evans Group bought 197 Brown & Brown shares in Q2 2026, an estimated $12K.
Brown & Brown made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #525 holding.
Millstone Evans Group first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
650 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.