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 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 $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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