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Moors & Cabot’s Brown & Brown BRO Stock Holding History

Moors & Cabot’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 		$445K Buy
6,943
+9
+0.1% +$549 0.02% 602
2026
Q1 		$452K Buy
6,934
+80
+1% +$5.77K 0.02% 576
2025
Q4 		$546K Buy
6,854
+49
+0.7% +$4.09K 0.02% 516
2025
Q3 		$638K Buy
6,805
+142
+2% +$13.8K 0.03% 459
2025
Q2 		$739K Sell
6,663
-13
-0.2% -$1.46K 0.03% 411
2025
Q1 		$830K Sell
6,676
-128
-2% -$14.3K 0.04% 365
2024
Q4 		$694K Sell
6,804
-16
-0.2% -$1.71K 0.03% 415
2024
Q3 		$707K Buy
6,820
+39
+0.6% +$3.88K 0.04% 408
2024
Q2 		$606K Buy
6,781
+38
+0.6% +$3.3K 0.03% 420
2024
Q1 		$590K Hold
6,743
– – 0.03% 447
2023
Q4 		$479K Sell
6,743
-5
-0.1% -$357 0.03% 472
2023
Q3 		$471K Hold
6,748
– – 0.03% 456
2023
Q2 		$465K Buy
6,748
+72
+1% +$4.58K 0.03% 466
2023
Q1 		$383K Hold
6,676
– – 0.03% 509
2022
Q4 		$380K Buy
6,676
+1,784
+36% +$104K 0.03% 496
2022
Q3 		$296K Hold
4,892
– – 0.02% 564
2022
Q2 		$285K Sell
4,892
-100
-2% -$6.14K 0.02% 578
2022
Q1 		$361K Buy
4,992
+600
+14% +$40.2K 0.02% 576
2021
Q4 		$309K Hold
4,392
– – 0.02% 617
2021
Q3 		$244K Hold
4,392
– – 0.02% 679
2021
Q2 		$233K Hold
4,392
– – 0.02% 679
2021
Q1 		$201K Hold
4,392
– – 0.02% 686
2020
Q4 		$208K Buy
+4,392
New +$202K 0.02% 641

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Moors & Cabot's BRO Position: Q2 2026 in Review

Moors & Cabot increased its Brown & Brown (BRO) stake by 0.13% in Q2 2026, buying an estimated $549 and bringing the position to 6,943 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #602.

Moors & Cabot first reported a position in BRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $830K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Moors & Cabot held 6,943 shares of Brown & Brown worth $445K as of Q2 2026.
  • Moors & Cabot bought 9 Brown & Brown shares in Q2 2026, an estimated $549.
  • Brown & Brown made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #602 holding.
  • Moors & Cabot first reported a position in Brown & Brown in Q4 2020 and has held it in 23 quarters since.
  • Moors & Cabot's Brown & Brown position peaked at $830K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.