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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
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 $5.72T 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 $19.5B AUM 17.33% 1-Year Est. Return

Moors & Cabot's BRO Position: Q1 2026 in Review

Moors & Cabot increased its Brown & Brown (BRO) stake by 1.2% in Q1 2026, buying an estimated $5.77K and bringing the position to 6,934 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #576.

Moors & Cabot first reported a position in BRO in Q4 2020 and has held it in 22 quarters since. The position peaked at $830K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Moors & Cabot held 6,934 shares of Brown & Brown worth $452K as of Q1 2026.
  • Moors & Cabot bought 80 Brown & Brown shares in Q1 2026, an estimated $5.77K.
  • Brown & Brown made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #576 holding.
  • Moors & Cabot first reported a position in Brown & Brown in Q4 2020 and has held it in 22 quarters since.
  • Moors & Cabot's Brown & Brown position peaked at $830K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.