William Mack & Associates’s Brown & Brown BRO Stock Holding History

William Mack & Associates’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 Q3	$366	Buy	+6	New	+$412	﹤0.01%	820

Other funds holding BRO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

William Mack & Associates's BRO Position: Q3 2026 in Review

William Mack & Associates opened a new position in Brown & Brown (BRO) in Q3 2026: 6 shares worth $366. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

696 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

William Mack & Associates held 6 shares of Brown & Brown worth $366 as of Q3 2026.
Brown & Brown was a new William Mack & Associates position in Q3 2026.
Brown & Brown made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #820 holding.
696 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.