MML Investors Services
BRO icon

MML Investors Services’s Brown & Brown BRO Stock Holding History

MML Investors Services’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 		$789K Buy
12,295
+3,539
+40% +$216K ﹤0.01% 2160
2026
Q1 		$571K Sell
8,756
-14,631
-63% -$1.05M ﹤0.01% 2139
2025
Q4 		$1.86M Sell
23,387
-5,822
-20% -$486K ﹤0.01% 1414
2025
Q3 		$2.74M Buy
29,209
+1,739
+6% +$169K 0.01% 1150
2025
Q2 		$3.05M Sell
27,470
-842
-3% -$94.6K 0.01% 1034
2025
Q1 		$3.52M Buy
28,312
+1,593
+6% +$178K 0.01% 892
2024
Q4 		$2.73M Sell
26,719
-1,991
-7% -$213K 0.01% 973
2024
Q3 		$2.97M Buy
28,710
+237
+0.8% +$23.6K 0.01% 906
2024
Q2 		$2.55M Buy
28,473
+10,191
+56% +$885K 0.01% 933
2024
Q1 		$1.6M Buy
18,282
+319
+2% +$25.6K 0.01% 1161
2023
Q4 		$1.28M Buy
17,963
+6,616
+58% +$473K 0.01% 1208
2023
Q3 		$792K Buy
11,347
+2,653
+31% +$189K ﹤0.01% 1357
2023
Q2 		$598K Buy
8,694
+34
+0.4% +$2.16K ﹤0.01% 1523
2023
Q1 		$497K Buy
8,660
+599
+7% +$34.4K ﹤0.01% 1404
2022
Q4 		$459K Sell
8,061
-122
-1% -$7.13K ﹤0.01% 1549
2022
Q3 		$495K Sell
8,183
-5,889
-42% -$371K ﹤0.01% 1430
2022
Q2 		$821K Buy
14,072
+3,758
+36% +$231K 0.01% 1141
2022
Q1 		$745K Buy
10,314
+5,378
+109% +$361K 0.01% 1233
2021
Q4 		$347K Buy
4,936
+528
+12% +$34.1K ﹤0.01% 1611
2021
Q3 		$244K Buy
+4,408
New +$246K ﹤0.01% 1753

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

MML Investors Services's BRO Position: Q2 2026 in Review

MML Investors Services increased its Brown & Brown (BRO) stake by 40% in Q2 2026, buying an estimated $216K and bringing the position to 12,295 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

MML Investors Services first reported a position in BRO in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.52M in Q1 2025. 446 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • MML Investors Services held 12,295 shares of Brown & Brown worth $789K as of Q2 2026.
  • MML Investors Services bought 3,539 Brown & Brown shares in Q2 2026, an estimated $216K.
  • Brown & Brown made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2160 holding.
  • MML Investors Services first reported a position in Brown & Brown in Q3 2021 and has held it in 20 quarters since.
  • MML Investors Services's Brown & Brown position peaked at $3.52M in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.