Mount Yale Investment Advisors’s Brown & Brown BRO Stock Holding History

Mount Yale Investment Advisors’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	$212K	Buy	+3,244	New	+$234K	﹤0.01%	1036
2025 Q3	–	Sell	-4,639	Closed	-$514K	–	793
2025 Q2	$514K	Sell	4,639 -2,205	-32%	-$248K	0.04%	336
2025 Q1	$851K	Sell	6,844 -1,555	-19%	-$174K	0.07%	222
2024 Q4	$857K	Sell	8,399 -16	-0.2%	-$1.71K	0.07%	235
2024 Q3	$872K	Sell	8,415 -379	-4%	-$37.7K	0.08%	222
2024 Q2	$786K	Sell	8,794 -430	-5%	-$37.3K	0.06%	254
2024 Q1	$807K	Buy	9,224 +3,467	+60%	+$279K	0.06%	264
2023 Q4	$409K	Buy	+5,757	New	+$411K	0.04%	355

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Mount Yale Investment Advisors's BRO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Brown & Brown (BRO) in Q1 2026: 3,244 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BRO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $872K in Q3 2024. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Mount Yale Investment Advisors held 3,244 shares of Brown & Brown worth $212K as of Q1 2026.
Brown & Brown was a new Mount Yale Investment Advisors position in Q1 2026.
Brown & Brown made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1036 holding.
Mount Yale Investment Advisors first reported a position in Brown & Brown in Q4 2023 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Brown & Brown position peaked at $872K in Q3 2024.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.