Mogy Joel R Investment Counsel’s Brown & Brown BRO Stock Holding History

Mogy Joel R Investment Counsel’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	–	Sell	-31,306	Closed	-$2.5M	–	115
2025 Q4	$2.5M	Sell	31,306 -5,391	-15%	-$450K	0.14%	47
2025 Q3	$3.44M	Sell	36,697 -13,719	-27%	-$1.34M	0.19%	42
2025 Q2	$5.59M	Buy	50,416 +5,825	+13%	+$655K	0.32%	38
2025 Q1	$5.55M	Buy	44,591 +25,306	+131%	+$2.83M	0.36%	38
2024 Q4	$1.97M	Buy	19,285 +14,740	+324%	+$1.57M	0.12%	52
2024 Q3	$471K	Buy	+4,545	New	+$452K	0.03%	83

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Mogy Joel R Investment Counsel's BRO Position: Q1 2026 in Review

Mogy Joel R Investment Counsel sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 31,306 shares — an estimated $2.5M sold.

Mogy Joel R Investment Counsel first reported a position in BRO in Q3 2024 and held it in 6 quarters. The position peaked at $5.59M in Q2 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Mogy Joel R Investment Counsel reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 31,306 Brown & Brown shares in Q1 2026, an estimated $2.5M.
Mogy Joel R Investment Counsel first reported a position in Brown & Brown in Q3 2024 and held it in 6 quarters.
Mogy Joel R Investment Counsel's Brown & Brown position peaked at $5.59M in Q2 2025.
812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2026, filed 15 Apr 2026.