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Mutual Advisors’s Brown & Brown BRO Stock Holding History

Mutual 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 		$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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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