Curi RMB Capital’s Brown & Brown BRO Stock Holding History

Curi RMB Capital’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	$665K	Buy	+10,362	New	+$632K	0.01%	538
2026 Q1	–	Sell	-3,924	Closed	-$313K	–	878
2025 Q4	$313K	Buy	3,924 +1,335	+52%	+$111K	0.01%	740
2025 Q3	$243K	Sell	2,589 -1,852	-42%	-$180K	﹤0.01%	641
2025 Q2	$492K	Buy	+4,441	New	+$499K	0.01%	517
2025 Q1	–	Sell	-2,046	Closed	-$209K	–	486
2024 Q4	$209K	Sell	2,046 -1,017	-33%	-$109K	﹤0.01%	506
2024 Q3	$317K	Buy	+3,063	New	+$305K	0.01%	483
2023 Q2	–	Sell	-3,715	Closed	-$213K	–	509
2023 Q1	$213K	Hold	3,715	–	–	0.01%	469
2022 Q4	$212K	Sell	3,715 -2,237	-38%	-$131K	0.01%	451
2022 Q3	$360K	Buy	5,952 +97	+2%	+$6.1K	0.01%	391
2022 Q2	$342K	Sell	5,855 -1,277	-18%	-$78.4K	0.01%	401
2022 Q1	$515K	Buy	7,132 +2,677	+60%	+$180K	0.02%	329
2021 Q4	$313K	Hold	4,455	–	–	0.01%	397
2021 Q3	$247K	Hold	4,455	–	–	0.01%	416
2021 Q2	$237K	Buy	+4,455	New	+$229K	0.01%	435

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 $3.38T AUM 44.17% 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

Curi RMB Capital's BRO Position: Q2 2026 in Review

Curi RMB Capital opened a new position in Brown & Brown (BRO) in Q2 2026: 10,362 shares worth $665K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in BRO as recently as Q4 2025.

Curi RMB Capital first reported a position in BRO in Q2 2021 and has held it in 14 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Curi RMB Capital held 10,362 shares of Brown & Brown worth $665K as of Q2 2026.
Brown & Brown was a new Curi RMB Capital position in Q2 2026.
Brown & Brown made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #538 holding.
Curi RMB Capital first reported a position in Brown & Brown in Q2 2021 and has held it in 14 quarters since.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.