Mizuho Markets Americas’s Brown & Brown BRO Stock Holding History

Mizuho Markets Americas’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
2025 Q4	–	Sell	-2,745	Closed	-$257K	–	186
2025 Q3	$257K	Buy	2,745 +553	+25%	+$53.9K	0.01%	174
2025 Q2	$243K	Sell	2,192 -9,221	-81%	-$1.04M	0.01%	147
2025 Q1	$1.42M	Sell	11,413 -14,197	-55%	-$1.59M	0.03%	130
2024 Q4	$2.61M	Sell	25,610 -34,721	-58%	-$3.71M	0.05%	159
2024 Q3	$6.25M	Sell	60,331 -14,588	-19%	-$1.45M	0.15%	96
2024 Q2	$6.7M	Sell	74,919 -53,263	-42%	-$4.62M	0.18%	76
2024 Q1	$11.2M	Buy	128,182 +63,289	+98%	+$5.09M	0.31%	73
2023 Q4	$4.61M	Buy	64,893 +19,581	+43%	+$1.4M	0.14%	111
2023 Q3	$3.16M	Buy	+45,312	New	+$3.23M	0.12%	88

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return