MC
BRO icon

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
2024
Q1 		– Sell
-1,000
Closed -$2.15K – 923
2023
Q4 		$2.15K Buy
+1,000
New +$71.5K ﹤0.01% 841

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 $3.38T AUM 44.17% 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. 809 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.
  • 809 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.