MWM
BRO icon

Moran Wealth Management’s Brown & Brown BRO Stock Holding History

Moran Wealth Management’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
-93,521
Closed -$7.45M – 486
2025
Q4 		$7.45M Buy
+93,521
New +$7.8M 0.23% 140
2025
Q3 		– Sell
-113,137
Closed -$12.5M – 499
2025
Q2 		$12.5M Buy
113,137
+1,820
+2% +$205K 0.39% 79
2025
Q1 		$13.8M Buy
111,317
+82,234
+283% +$9.19M 0.47% 71
2024
Q4 		$2.97M Buy
29,083
+1,607
+6% +$172K 0.09% 228
2024
Q3 		$2.85M Buy
+27,476
New +$2.73M 0.09% 233

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