MA
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Montag & Associates’s Brown & Brown BRO Stock Holding History

Montag & 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
Q1 		$105K Buy
1,606
+1,146
+249% +$82.6K ﹤0.01% 498
2025
Q4 		$36.7K Sell
460
-746
-62% -$62.2K ﹤0.01% 635
2025
Q3 		$113K Buy
1,206
+29
+2% +$2.83K 0.01% 470
2025
Q2 		$130K Hold
1,177
– – 0.01% 451
2025
Q1 		$146K Hold
1,177
– – 0.01% 442
2024
Q4 		$120K Hold
1,177
– – 0.01% 479
2024
Q3 		$122K Buy
1,177
+197
+20% +$19.6K 0.01% 483
2024
Q2 		$87.6K Hold
980
– – ﹤0.01% 508
2024
Q1 		$85.8K Hold
980
– – ﹤0.01% 506
2023
Q4 		$69.7K Hold
980
– – ﹤0.01% 521
2023
Q3 		$68.4K Sell
980
-397
-29% -$28.3K ﹤0.01% 503
2023
Q2 		$94.8K Hold
1,377
– – 0.01% 480
2023
Q1 		$79.1K Sell
1,377
-351
-20% -$20.2K 0.01% 487
2022
Q4 		$98.4K Hold
1,728
– – 0.01% 448
2022
Q3 		$105K Buy
1,728
+1,628
+1,628% +$102K 0.01% 435
2022
Q2 		$6K Hold
100
– – ﹤0.01% 733
2022
Q1 		$7K Hold
100
– – ﹤0.01% 744
2021
Q4 		$7K Hold
100
– – ﹤0.01% 752
2021
Q3 		$6K Hold
100
– – ﹤0.01% 758
2021
Q2 		$5K Hold
100
– – ﹤0.01% 762
2021
Q1 		$5K Buy
+100
New +$4.59K ﹤0.01% 764

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