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

MUFG Securities EMEA’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	$3.74M	Hold	57,425	–	–	0.06%	205
2025 Q4	$4.58M	Buy	57,425 +51,817	+924%	+$4.32M	0.05%	204
2025 Q3	$526K	Buy	5,608 +4,780	+577%	+$466K	0.01%	352
2025 Q2	$91.8K	Buy	+828	New	+$93K	﹤0.01%	330
2021 Q4	–	Sell	-43,000	Closed	-$2.38M	–	198
2021 Q3	$2.38M	Hold	43,000	–	–	0.03%	189
2021 Q2	$2.29M	Sell	43,000 -191,300	-82%	-$9.84M	0.02%	220
2021 Q1	$10.7M	Buy	234,300 +193,300	+471%	+$8.87M	0.09%	157
2020 Q4	$1.94M	Sell	41,000 -192,200	-82%	-$8.85M	0.02%	289
2020 Q3	$10.6M	Buy	+233,200	New	+$10.4M	0.1%	136

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

Fidelity Investments

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return