MFWM
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Motley Fool Wealth Management’s Brown & Brown BRO Stock Holding History

Motley Fool 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
Q2 		– Sell
-126,766
Closed -$8.27M – 34
2026
Q1 		$8.27M Sell
126,766
-45,016
-26% -$3.24M 0.93% 33
2025
Q4 		$13.7M Sell
171,782
-31,040
-15% -$2.59M 1.06% 26
2025
Q3 		$19M Sell
202,822
-24,091
-11% -$2.35M 1.29% 19
2025
Q2 		$25.2M Sell
226,913
-26,530
-10% -$2.98M 1.52% 16
2025
Q1 		$31.5M Sell
253,443
-24,162
-9% -$2.7M 1.86% 15
2024
Q4 		$28.4M Sell
277,605
-13,551
-5% -$1.45M 1.46% 15
2024
Q3 		$30.2M Sell
291,156
-53,328
-15% -$5.3M 1.51% 14
2024
Q2 		$30.8M Buy
344,484
+7,365
+2% +$639K 1.57% 14
2024
Q1 		$29.5M Sell
337,119
-49,766
-13% -$4M 1.52% 17
2023
Q4 		$27.5M Sell
386,885
-11,768
-3% -$841K 1.44% 19
2023
Q3 		$27.9M Sell
398,653
-6,058
-1% -$432K 1.61% 16
2023
Q2 		$27.8M Sell
404,711
-7,579
-2% -$482K 1.64% 17
2023
Q1 		$23.7M Buy
412,290
+15,593
+4% +$896K 1.48% 20
2022
Q4 		$22.6M Sell
396,697
-11,875
-3% -$694K 1.57% 19
2022
Q3 		$24.7M Sell
408,572
-6,831
-2% -$430K 1.62% 20
2022
Q2 		$24.2M Sell
415,403
-9,462
-2% -$581K 1.52% 22
2022
Q1 		$30.7M Sell
424,865
-6,629
-2% -$445K 1.47% 18
2021
Q4 		$30.3M Sell
431,494
-9,214
-2% -$594K 1.32% 22
2021
Q3 		$24.4M Sell
440,708
-6,331
-1% -$353K 1.06% 33
2021
Q2 		$23.8M Buy
447,039
+107,905
+32% +$5.55M 1% 33
2021
Q1 		$15.5M Buy
339,134
+85,486
+34% +$3.92M 0.7% 51
2020
Q4 		$12M Buy
253,648
+79,754
+46% +$3.67M 0.54% 59
2020
Q3 		$7.87M Buy
173,894
+2,852
+2% +$127K 0.41% 68
2020
Q2 		$6.97M Buy
+171,042
New +$6.6M 0.4% 74

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 $59.9B AUM 27.01% 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

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

Motley Fool Wealth Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 126,766 shares — an estimated $8.27M sold.

Motley Fool Wealth Management first reported a position in BRO in Q2 2020 and held it in 24 quarters. The position peaked at $31.5M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Motley Fool Wealth Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Motley Fool Wealth Management sold 126,766 Brown & Brown shares in Q2 2026, an estimated $8.27M.
  • Motley Fool Wealth Management first reported a position in Brown & Brown in Q2 2020 and held it in 24 quarters.
  • Motley Fool Wealth Management's Brown & Brown position peaked at $31.5M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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