Motley Fool Asset Management’s Brown & Brown BRO Stock Holding History

Motley Fool Asset 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 Q2	$4.5M	Sell	70,183 -2,858	-4%	-$174K	0.17%	105
2026 Q1	$4.76M	Sell	73,041 -4,432	-6%	-$319K	0.2%	98
2025 Q4	$6.17M	Sell	77,473 -10,190	-12%	-$850K	0.24%	95
2025 Q3	$8.22M	Buy	87,663 +1,799	+2%	+$175K	0.34%	62
2025 Q2	$9.52M	Sell	85,864 -1,860	-2%	-$209K	0.44%	46
2025 Q1	$10.9M	Sell	87,724 -2,790	-3%	-$312K	0.61%	33
2024 Q4	$9.23M	Sell	90,514 -30,268	-25%	-$3.23M	0.48%	48
2024 Q3	$12.7M	Sell	120,782 -18,083	-13%	-$1.8M	0.75%	33
2024 Q2	$12.4M	Sell	138,865 -5,772	-4%	-$501K	0.82%	30
2024 Q1	$12.7M	Sell	144,637 -3,848	-3%	-$309K	0.82%	33
2023 Q4	$10.6M	Sell	148,485 -3,367	-2%	-$241K	0.79%	34
2023 Q3	$10.6M	Sell	151,852 -4,329	-3%	-$309K	0.85%	35
2023 Q2	$10.8M	Sell	156,181 -6,253	-4%	-$398K	0.96%	30
2023 Q1	$9.33M	Sell	162,434 -6,748	-4%	-$388K	1.03%	33
2022 Q4	$9.64M	Sell	169,182 -7,230	-4%	-$423K	1.09%	27
2022 Q3	$10.7M	Sell	176,412 -4,338	-2%	-$273K	1.05%	30
2022 Q2	$10.8M	Sell	180,750 -9,630	-5%	-$591K	1.02%	32
2022 Q1	$13.8M	Sell	190,380 -8,658	-4%	-$581K	1.01%	29
2021 Q4	$14M	Sell	199,038 -962	-0.5%	-$62.1K	0.89%	34
2021 Q3	$11.1M	Hold	200,000	–	–	0.72%	44
2021 Q2	$10.6M	Hold	200,000	–	–	0.7%	47
2021 Q1	$9.14M	Buy	200,000 +110,000	+122%	+$5.05M	0.66%	49
2020 Q4	$4.27M	Buy	90,000 +60,000	+200%	+$2.76M	0.32%	71
2020 Q3	$1.36M	Buy	+30,000	New	+$1.34M	0.12%	105

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 $3.38T AUM 44.17% 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

Motley Fool Asset Management's BRO Position: Q2 2026 in Review

Motley Fool Asset Management reduced its Brown & Brown (BRO) stake by 3.9% in Q2 2026, selling an estimated $174K and leaving 70,183 shares worth $4.5M. The position accounts for 0.17% of the portfolio, ranked #105.

Motley Fool Asset Management first reported a position in BRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $14M in Q4 2021. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Motley Fool Asset Management held 70,183 shares of Brown & Brown worth $4.5M as of Q2 2026.
Motley Fool Asset Management sold 2,858 Brown & Brown shares in Q2 2026, an estimated $174K.
Brown & Brown made up 0.17% of Motley Fool Asset Management's portfolio in Q2 2026, its #105 holding.
Motley Fool Asset Management first reported a position in Brown & Brown in Q3 2020 and has held it in 24 quarters since.
Motley Fool Asset Management's Brown & Brown position peaked at $14M in Q4 2021.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.