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

Dorato 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 		$66.3K Hold
980
– – 0.05% 163
2026
Q1 		$66.4K Hold
980
– – 0.05% 158
2025
Q4 		$77.8K Buy
+980
New +$81.8K 0.06% 147

Other funds holding BRO

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Dorato Capital Management held its Brown & Brown (BRO) position steady in Q2 2026 at 980 shares worth $66.3K. The position accounts for 0.05% of the portfolio, ranked #163.

Dorato Capital Management first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $77.8K in Q4 2025. 380 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Dorato Capital Management held 980 shares of Brown & Brown worth $66.3K as of Q2 2026.
  • Dorato Capital Management left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.05% of Dorato Capital Management's portfolio in Q2 2026, its #163 holding.
  • Dorato Capital Management first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Brown & Brown position peaked at $77.8K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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