Forum Finance Group’s Brown & Brown BRO Stock Holding History

Forum Finance Group’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	$5K	Hold	90	–	–	﹤0.01%	311
2026 Q1	$5K	Buy	+90	New	+$6.49K	﹤0.01%	289

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Forum Finance Group's BRO Position: Q2 2026 in Review

Forum Finance Group held its Brown & Brown (BRO) position steady in Q2 2026 at 90 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Forum Finance Group first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Forum Finance Group held 90 shares of Brown & Brown worth $5K as of Q2 2026.
Forum Finance Group left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #311 holding.
Forum Finance Group first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.