MUFG Securities Americas’s Brown & Brown BRO Stock Holding History

MUFG Securities Americas’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	$528K	Buy	8,101 +191	+2%	+$13.8K	0.03%	379
2025 Q4	$630K	Buy	7,910 +9	+0.1%	+$751	0.04%	345
2025 Q3	$741K	Buy	7,901 +1,690	+27%	+$165K	0.05%	307
2025 Q2	$689K	Buy	6,211 +2,010	+48%	+$226K	0.06%	277
2025 Q1	$523K	Buy	4,201 +697	+20%	+$77.9K	0.06%	278
2024 Q4	$357K	Buy	+3,504	New	+$374K	0.05%	331

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

MUFG Securities Americas's BRO Position: Q1 2026 in Review

MUFG Securities Americas increased its Brown & Brown (BRO) stake by 2.4% in Q1 2026, buying an estimated $13.8K and bringing the position to 8,101 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #379.

MUFG Securities Americas first reported a position in BRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $741K in Q3 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

MUFG Securities Americas held 8,101 shares of Brown & Brown worth $528K as of Q1 2026.
MUFG Securities Americas bought 191 Brown & Brown shares in Q1 2026, an estimated $13.8K.
Brown & Brown made up 0.03% of MUFG Securities Americas's portfolio in Q1 2026, its #379 holding.
MUFG Securities Americas first reported a position in Brown & Brown in Q4 2024 and has held it in 6 quarters since.
MUFG Securities Americas's Brown & Brown position peaked at $741K in Q3 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.