MSU
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return