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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
Q2 		$563K Buy
8,780
+679
+8% +$41.4K 0.03% 399
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
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 $60.8B AUM 26.63% 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

MUFG Securities Americas's BRO Position: Q2 2026 in Review

MUFG Securities Americas increased its Brown & Brown (BRO) stake by 8.4% in Q2 2026, buying an estimated $41.4K and bringing the position to 8,780 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #399.

MUFG Securities Americas first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $741K in Q3 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • MUFG Securities Americas held 8,780 shares of Brown & Brown worth $563K as of Q2 2026.
  • MUFG Securities Americas bought 679 Brown & Brown shares in Q2 2026, an estimated $41.4K.
  • Brown & Brown made up 0.03% of MUFG Securities Americas's portfolio in Q2 2026, its #399 holding.
  • MUFG Securities Americas first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • MUFG Securities Americas's Brown & Brown position peaked at $741K in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.