Mizuho Securities USA’s Brown & Brown BRO Stock Holding History

Mizuho Securities USA’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	$1.46M	Buy	22,821 +5,122	+29%	+$312K	0.02%	511
2026 Q1	$1.15M	Sell	17,699 -3,681	-17%	-$265K	0.03%	507
2025 Q4	$1.72M	Buy	21,380 +40	+0.2%	+$3.34K	0.03%	456
2025 Q3	$2.06M	Buy	21,340 +1,979	+10%	+$193K	0.04%	407
2025 Q2	$2.15M	Buy	19,361 +359	+2%	+$40.3K	0.05%	375
2025 Q1	$2.36M	Sell	19,002 -3,493	-16%	-$390K	0.05%	352
2024 Q4	$2.29M	Buy	22,495 +7,142	+47%	+$763K	0.04%	385
2024 Q3	$1.59M	Sell	15,353 -2,897	-16%	-$288K	0.03%	399
2024 Q2	$1.63M	Buy	+18,250	New	+$1.58M	0.04%	405

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 $3.38T AUM 44.17% 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

Mizuho Securities USA's BRO Position: Q2 2026 in Review

Mizuho Securities USA increased its Brown & Brown (BRO) stake by 29% in Q2 2026, buying an estimated $312K and bringing the position to 22,821 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #511.

Mizuho Securities USA first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.36M in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Mizuho Securities USA held 22,821 shares of Brown & Brown worth $1.46M as of Q2 2026.
Mizuho Securities USA bought 5,122 Brown & Brown shares in Q2 2026, an estimated $312K.
Brown & Brown made up 0.02% of Mizuho Securities USA's portfolio in Q2 2026, its #511 holding.
Mizuho Securities USA first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
Mizuho Securities USA's Brown & Brown position peaked at $2.36M in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.