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Forte Capital’s Brown & Brown BRO Stock Holding History

Forte 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
2025
Q2 		$7.85M Buy
70,802
+812
+1% +$91.2K 0.84% 36
2025
Q1 		$8.71M Buy
69,990
+94
+0.1% +$10.5K 1.03% 31
2024
Q4 		$7.13M Buy
69,896
+1,367
+2% +$146K 0.8% 35
2024
Q3 		$7.1M Sell
68,529
-435
-0.6% -$43.3K 0.8% 34
2024
Q2 		$6.17M Buy
68,964
+883
+1% +$76.7K 0.74% 38
2024
Q1 		$5.96M Buy
68,081
+1,433
+2% +$115K 0.74% 40
2023
Q4 		$4.74M Buy
66,648
+20,675
+45% +$1.48M 0.65% 41
2023
Q3 		$3.21M Buy
+45,973
New +$3.28M 0.49% 47

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forte Capital's BRO Position: Q2 2025 in Review

Forte Capital increased its Brown & Brown (BRO) stake by 1.2% in Q2 2025, buying an estimated $91.2K and bringing the position to 70,802 shares worth $7.85M. The position accounts for 0.84% of the portfolio, ranked #36.

Forte Capital first reported a position in BRO in Q3 2023 and has held it in 8 quarters since. The position peaked at $8.71M in Q1 2025. 930 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Forte Capital held 70,802 shares of Brown & Brown worth $7.85M as of Q2 2025.
  • Forte Capital bought 812 Brown & Brown shares in Q2 2025, an estimated $91.2K.
  • Brown & Brown made up 0.84% of Forte Capital's portfolio in Q2 2025, its #36 holding.
  • Forte Capital first reported a position in Brown & Brown in Q3 2023 and has held it in 8 quarters since.
  • Forte Capital's Brown & Brown position peaked at $8.71M in Q1 2025.
  • 930 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.