Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Brown & Brown BRO Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$18.8M Sell
292,906
-145,241
-33% -$8.86M 0.04% 365
2026
Q1 		$28.6M Buy
438,147
+15,763
+4% +$1.14M 0.07% 268
2025
Q4 		$33.7M Sell
422,384
-129,225
-23% -$10.8M 0.08% 234
2025
Q3 		$51.7M Buy
551,609
+65,139
+13% +$6.35M 0.11% 193
2025
Q2 		$53.9M Sell
486,470
-44,417
-8% -$4.99M 0.12% 186
2025
Q1 		$66M Buy
530,887
+206,645
+64% +$23.1M 0.17% 128
2024
Q4 		$33.1M Buy
324,242
+141,700
+78% +$15.1M 0.08% 266
2024
Q3 		$18.9M Sell
182,542
-7,301
-4% -$726K 0.04% 409
2024
Q2 		$17M Sell
189,843
-40,127
-17% -$3.48M 0.04% 420
2024
Q1 		$20.1M Sell
229,970
-12,782
-5% -$1.03M 0.05% 398
2023
Q4 		$17.3M Buy
242,752
+62,496
+35% +$4.47M 0.04% 425
2023
Q3 		$12.6M Sell
180,256
-9,934
-5% -$708K 0.03% 481
2023
Q2 		$13.1M Sell
190,190
-58,153
-23% -$3.7M 0.03% 493
2023
Q1 		$14.3M Buy
248,343
+3,837
+2% +$221K 0.03% 471
2022
Q4 		$13.9M Buy
244,506
+48,950
+25% +$2.86M 0.04% 470
2022
Q3 		$11.8M Sell
195,556
-30,551
-14% -$1.92M 0.03% 478
2022
Q2 		$13.2M Sell
226,107
-40,989
-15% -$2.52M 0.03% 474
2022
Q1 		$19.3M Sell
267,096
-8,051
-3% -$540K 0.04% 403
2021
Q4 		$19.3M Buy
275,147
+6,073
+2% +$392K 0.04% 429
2021
Q3 		$14.9M Sell
269,074
-1,992
-0.7% -$111K 0.03% 499
2021
Q2 		$14.4M Sell
271,066
-68,150
-20% -$3.5M 0.03% 516
2021
Q1 		$15.5M Sell
339,216
-60,140
-15% -$2.76M 0.03% 492
2020
Q4 		$18.9M Sell
399,356
-950
-0.2% -$43.7K 0.04% 456
2020
Q3 		$18.1M Sell
400,306
-9,794
-2% -$437K 0.04% 423
2020
Q2 		$16.7M Buy
410,100
+141,743
+53% +$5.47M 0.04% 425
2020
Q1 		$9.72M Buy
268,357
+13,112
+5% +$554K 0.03% 492
2019
Q4 		$10.1M Buy
255,245
+251,945
+7,635% +$9.46M 0.02% 582
2019
Q3 		$119K Buy
+3,300
New +$118K ﹤0.01% 1246

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 $59.9B AUM 27.01% 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

Mitsubishi UFJ Trust & Banking's BRO Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Brown & Brown (BRO) stake by 33% in Q2 2026, selling an estimated $8.86M and leaving 292,906 shares worth $18.8M. The position accounts for 0.04% of the portfolio, ranked #365.

Mitsubishi UFJ Trust & Banking first reported a position in BRO in Q3 2019 and has held it in 28 quarters since. The position peaked at $66M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 292,906 shares of Brown & Brown worth $18.8M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 145,241 Brown & Brown shares in Q2 2026, an estimated $8.86M.
  • Brown & Brown made up 0.04% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #365 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Brown & Brown in Q3 2019 and has held it in 28 quarters since.
  • Mitsubishi UFJ Trust & Banking's Brown & Brown position peaked at $66M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.