MV Capital Management’s Brown & Brown BRO Stock Holding History

MV Capital Management’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	$11K	Buy	172 +59	+52%	+$3.6K	﹤0.01%	523
2026 Q1	$7.37K	Sell	113 -20	-15%	-$1.44K	﹤0.01%	568
2025 Q4	$10.6K	Buy	133 +45	+51%	+$3.75K	﹤0.01%	520
2025 Q3	$8.25K	Buy	88 +31	+54%	+$3.02K	﹤0.01%	548
2025 Q2	$6.32K	Hold	57	–	–	﹤0.01%	586
2025 Q1	$7.09K	Hold	57	–	–	﹤0.01%	567
2024 Q4	$5.82K	Buy	57 +3	+6%	+$320	﹤0.01%	588
2024 Q3	$5.59K	Sell	54 -1	-2%	-$99	﹤0.01%	619
2024 Q2	$4.92K	Buy	55 +5	+10%	+$434	﹤0.01%	604
2024 Q1	$4.38K	Buy	50 +2	+4%	+$161	﹤0.01%	615
2023 Q4	$3.41K	Buy	48 +1	+2%	+$71	﹤0.01%	621
2023 Q3	$3.28K	Buy	47 +5	+12%	+$357	﹤0.01%	620
2023 Q2	$2.89K	Buy	42 +7	+20%	+$445	﹤0.01%	625
2023 Q1	$2.01K	Buy	35 +6	+21%	+$345	﹤0.01%	641
2022 Q4	$1.65K	Buy	29 +4	+16%	+$234	﹤0.01%	622
2022 Q3	$2K	Buy	25 +6	+32%	+$378	﹤0.01%	610
2022 Q2	$1K	Sell	19 -38	-67%	-$2.33K	﹤0.01%	640
2022 Q1	$4K	Buy	+57	New	+$3.82K	﹤0.01%	607

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

MV Capital Management's BRO Position: Q2 2026 in Review

MV Capital Management increased its Brown & Brown (BRO) stake by 52% in Q2 2026, buying an estimated $3.6K and bringing the position to 172 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

MV Capital Management first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

MV Capital Management held 172 shares of Brown & Brown worth $11K as of Q2 2026.
MV Capital Management bought 59 Brown & Brown shares in Q2 2026, an estimated $3.6K.
Brown & Brown made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #523 holding.
MV Capital Management first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.