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MSH Capital Advisors’s Brown & Brown BRO Stock Holding History

MSH Capital 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 		– Sell
-2,670
Closed -$213K – 280
2025
Q4 		$213K Buy
2,670
+289
+12% +$24.1K 0.05% 263
2025
Q3 		$223K Buy
2,381
+3
+0.1% +$292 0.06% 233
2025
Q2 		$264K Buy
2,378
+4
+0.2% +$449 0.08% 205
2025
Q1 		$295K Sell
2,374
-167
-7% -$18.7K 0.09% 189
2024
Q4 		$259K Buy
2,541
+3
+0.1% +$320 0.08% 205
2024
Q3 		$263K Buy
2,538
+4
+0.2% +$398 0.08% 203
2024
Q2 		$227K Sell
2,534
-531
-17% -$46.1K 0.08% 207
2024
Q1 		$268K Buy
3,065
+5
+0.2% +$402 0.09% 184
2023
Q4 		$218K Buy
3,060
+5
+0.2% +$357 0.08% 194
2023
Q3 		$213K Buy
3,055
+5
+0.2% +$357 0.08% 198
2023
Q2 		$210K Buy
+3,050
New +$194K 0.08% 201
2022
Q2 		– Sell
-3,022
Closed -$218K – 192
2022
Q1 		$218K Buy
+3,022
New +$203K 0.09% 189

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

MSH Capital Advisors's BRO Position: Q1 2026 in Review

MSH Capital Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,670 shares — an estimated $213K sold.

MSH Capital Advisors first reported a position in BRO in Q1 2022 and held it in 12 quarters. The position peaked at $295K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • MSH Capital Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • MSH Capital Advisors sold 2,670 Brown & Brown shares in Q1 2026, an estimated $213K.
  • MSH Capital Advisors first reported a position in Brown & Brown in Q1 2022 and held it in 12 quarters.
  • MSH Capital Advisors's Brown & Brown position peaked at $295K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.