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FORA Capital’s Brown & Brown BRO Stock Holding History

FORA 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 		– Sell
-143,923
Closed -$9.39M – 386
2026
Q1 		$9.39M Buy
143,923
+126,152
+710% +$9.09M 0.69% 41
2025
Q4 		$1.42M Sell
17,771
-10,692
-38% -$892K 0.17% 144
2025
Q3 		$2.67M Buy
+28,463
New +$2.77M 0.47% 44
2025
Q1 		– Sell
-5,689
Closed -$580K – 510
2024
Q4 		$580K Buy
+5,689
New +$607K 0.07% 252
2023
Q4 		– Sell
-3,361
Closed -$235K – 450
2023
Q3 		$235K Buy
+3,361
New +$240K 0.02% 416
2023
Q2 		– Sell
-18,870
Closed -$1.08M – 373
2023
Q1 		$1.08M Buy
18,870
+14,910
+377% +$857K 0.11% 238
2022
Q4 		$226K Sell
3,960
-6,534
-62% -$382K 0.04% 424
2022
Q3 		$635K Buy
+10,494
New +$660K 0.12% 223
2021
Q3 		– Sell
-10,108
Closed -$537K – 428
2021
Q2 		$537K Buy
+10,108
New +$520K 0.1% 241
2021
Q1 		– Sell
-2,308
Closed -$109K – 796
2020
Q4 		$109K Sell
2,308
-3,415
-60% -$157K 0.02% 648
2020
Q3 		$259K Buy
+5,723
New +$255K 0.17% 133
2020
Q2 		– Sell
-16,597
Closed -$601K – 917
2020
Q1 		$601K Buy
16,597
+9,329
+128% +$394K 0.13% 205
2019
Q4 		$287K Buy
+7,268
New +$273K 0.03% 532

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
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

FORA Capital's BRO Position: Q2 2026 in Review

FORA Capital sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 143,923 shares — an estimated $9.39M sold.

FORA Capital first reported a position in BRO in Q4 2019 and held it in 13 quarters. The position peaked at $9.39M in Q1 2026. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • FORA Capital reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 143,923 Brown & Brown shares in Q2 2026, an estimated $9.39M.
  • FORA Capital first reported a position in Brown & Brown in Q4 2019 and held it in 13 quarters.
  • FORA Capital's Brown & Brown position peaked at $9.39M in Q1 2026.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.