Skip to main content

Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Mather Group, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRO overviewAll 13F holders of BROFull Q2 2026 holdings

Shares (Q2 2026)
7,733
Value
$496.1K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of BRO by Mather Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,733$496.1K<0.1%+5,557+255.4%AddedHolders
Q1 20262,176$141.9K<0.1%−676−23.7%ReducedHolders
Q4 20252,852$227.3K<0.1%+351+14.0%AddedHolders
Q3 20252,501$234.6K<0.1%+5+0.2%AddedHolders
Q2 20252,496$276.7K<0.1%−141−5.3%ReducedHolders
Q1 20252,637$328.0K<0.1%+209+8.6%AddedHolders
Q4 20242,428$247.7K<0.1%−2−0.1%ReducedHolders
Q3 20242,430$251.7K<0.1%−31−1.3%ReducedHolders
Q2 20242,461$215.4K<0.1%+335+15.8%AddedHolders
Q1 20242,126$151.2K<0.1%+2,126NewHolders