Mosaic Family Wealth Partners’s Brown & Brown BRO Stock Holding History

Mosaic Family Wealth Partners’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	$1.03M	Buy	+15,987	New	+$975K	0.07%	214

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Mosaic Family Wealth Partners's BRO Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Brown & Brown (BRO) in Q2 2026: 15,987 shares worth $1.03M. The stake represents 0.07% of the portfolio and ranks #214 among its holdings.

804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Mosaic Family Wealth Partners held 15,987 shares of Brown & Brown worth $1.03M as of Q2 2026.
Brown & Brown was a new Mosaic Family Wealth Partners position in Q2 2026.
Brown & Brown made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #214 holding.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.