MJP Associates’s Brown & Brown BRO Stock Holding History

MJP Associates’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	$420K	Buy	6,550 +990	+18%	+$60.4K	0.05%	137
2026 Q1	$363K	Buy	5,560 +310	+6%	+$22.3K	0.04%	142
2025 Q4	$418K	Buy	5,250 +35	+0.7%	+$2.92K	0.05%	148
2025 Q3	$489K	Sell	5,215 -6	-0.1%	-$585	0.06%	137
2025 Q2	$579K	Sell	5,221 -136	-3%	-$15.3K	0.09%	108
2025 Q1	$666K	Buy	5,357 +46	+0.9%	+$5.14K	0.12%	82
2024 Q4	$542K	Buy	+5,311	New	+$567K	0.1%	95

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

MJP Associates's BRO Position: Q2 2026 in Review

MJP Associates increased its Brown & Brown (BRO) stake by 18% in Q2 2026, buying an estimated $60.4K and bringing the position to 6,550 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #137.

MJP Associates first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $666K in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

MJP Associates held 6,550 shares of Brown & Brown worth $420K as of Q2 2026.
MJP Associates bought 990 Brown & Brown shares in Q2 2026, an estimated $60.4K.
Brown & Brown made up 0.05% of MJP Associates's portfolio in Q2 2026, its #137 holding.
MJP Associates first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
MJP Associates's Brown & Brown position peaked at $666K in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.