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 Q2	$247K	Buy	3,855 +611	+19%	+$37.3K	﹤0.01%	1062
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 $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

Mount Yale Investment Advisors's BRO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Brown & Brown (BRO) stake by 19% in Q2 2026, buying an estimated $37.3K and bringing the position to 3,855 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Mount Yale Investment Advisors first reported a position in BRO in Q4 2023 and has held it in 9 quarters since. The position peaked at $872K in Q3 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Mount Yale Investment Advisors held 3,855 shares of Brown & Brown worth $247K as of Q2 2026.
Mount Yale Investment Advisors bought 611 Brown & Brown shares in Q2 2026, an estimated $37.3K.
Brown & Brown made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1062 holding.
Mount Yale Investment Advisors first reported a position in Brown & Brown in Q4 2023 and has held it in 9 quarters since.
Mount Yale Investment Advisors's Brown & Brown position peaked at $872K in Q3 2024.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.