Mutual Advisors’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$457K Buy
7,127
+1,965
+38% +$120K 0.01% 983
2026
Q1
$337K Buy
5,162
+17
+0.3% +$1.23K 0.01% 1068
2025
Q4
$410K Sell
5,145
-710
-12% -$59.2K 0.01% 966
2025
Q3
$520K Buy
5,855
+1,764
+43% +$172K 0.01% 837
2025
Q2
$423K Sell
4,091
-99
-2% -$11.1K 0.01% 860
2025
Q1
$480K Buy
4,190
+673
+19% +$75.2K 0.01% 729
2024
Q4
$373K Buy
3,517
+407
+13% +$43.5K 0.01% 816
2024
Q3
$327K Buy
3,110
+357
+13% +$35.5K 0.01% 854
2024
Q2
$272K Buy
2,753
+175
+7% +$15.2K 0.01% 927
2024
Q1
$226K Buy
+2,578
New +$207K 0.01% 990

Other funds holding BRO

Mutual Advisors's BRO Position: Q2 2026 in Review

Mutual Advisors increased its Brown & Brown (BRO) stake by 38% in Q2 2026, buying an estimated $120K and bringing the position to 7,127 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #983.

Mutual Advisors first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $520K in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Mutual Advisors held 7,127 shares of Brown & Brown worth $457K as of Q2 2026.
  • Mutual Advisors bought 1,965 Brown & Brown shares in Q2 2026, an estimated $120K.
  • Brown & Brown made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #983 holding.
  • Mutual Advisors first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
  • Mutual Advisors's Brown & Brown position peaked at $520K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.