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MOTCO’s Brown & Brown BRO Stock Holding History

MOTCO’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 		$449 Buy
+7
New +$427 ﹤0.01% 699
2025
Q3 		– Sell
-293
Closed -$26.8K – 651
2025
Q2 		$26.8K Buy
+293
New +$32.9K ﹤0.01% 359

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

MOTCO's BRO Position: Q2 2026 in Review

MOTCO opened a new position in Brown & Brown (BRO) in Q2 2026: 7 shares worth $449. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: MOTCO previously reported a position in BRO as recently as Q2 2025.

MOTCO first reported a position in BRO in Q2 2025 and has held it in 2 quarters since. The position peaked at $26.8K in Q2 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • MOTCO held 7 shares of Brown & Brown worth $449 as of Q2 2026.
  • Brown & Brown was a new MOTCO position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #699 holding.
  • MOTCO first reported a position in Brown & Brown in Q2 2025 and has held it in 2 quarters since.
  • MOTCO's Brown & Brown position peaked at $26.8K in Q2 2025.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.