Mirabella Financial Services’s Brown & Brown BRO Stock Holding History

Mirabella Financial Services’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	$396K	Buy	6,176 +781	+14%	+$47.6K	0.04%	342
2026 Q1	$352K	Buy	+5,395	New	+$389K	0.03%	420
2025 Q4	–	Sell	-16,844	Closed	-$1.58M	–	687
2025 Q3	$1.58M	Buy	16,844 +7,160	+74%	+$698K	0.14%	144
2025 Q2	$1.08M	Sell	9,684 -95,106	-91%	-$10.7M	0.11%	121
2025 Q1	$13.1M	Buy	104,790 +86,979	+488%	+$9.72M	0.53%	42
2024 Q4	$1.82M	Buy	+17,811	New	+$1.9M	0.17%	111
2024 Q3	–	Sell	-10,045	Closed	-$898K	–	202
2024 Q2	$898K	Buy	+10,045	New	+$872K	0.07%	170
2023 Q4	–	Sell	-18,701	Closed	-$1.31M	–	445
2023 Q3	$1.31M	Buy	+18,701	New	+$1.33M	0.18%	129
2022 Q1	–	Sell	-70,020	Closed	-$4.92M	–	547
2021 Q4	$4.92M	Sell	70,020 -25,351	-27%	-$1.64M	0.5%	52
2021 Q3	$5.29M	Buy	95,371 +90,207	+1,747%	+$5.03M	0.69%	42
2021 Q2	$274K	Buy	+5,164	New	+$266K	0.05%	223
2020 Q4	–	Sell	-5,533	Closed	-$250K	–	334
2020 Q3	$250K	Buy	+5,533	New	+$247K	0.03%	244

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

Mirabella Financial Services's BRO Position: Q2 2026 in Review

Mirabella Financial Services increased its Brown & Brown (BRO) stake by 14% in Q2 2026, buying an estimated $47.6K and bringing the position to 6,176 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #342.

Mirabella Financial Services first reported a position in BRO in Q3 2020 and has held it in 12 quarters since. The position peaked at $13.1M in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Mirabella Financial Services held 6,176 shares of Brown & Brown worth $396K as of Q2 2026.
Mirabella Financial Services bought 781 Brown & Brown shares in Q2 2026, an estimated $47.6K.
Brown & Brown made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #342 holding.
Mirabella Financial Services first reported a position in Brown & Brown in Q3 2020 and has held it in 12 quarters since.
Mirabella Financial Services's Brown & Brown position peaked at $13.1M in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.