Forum Private Client Group’s Brown & Brown BRO Stock Holding History

Forum Private Client 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	$293K	Sell	4,567 -12	-0.3%	-$732	0.09%	70
2026 Q1	$299K	Sell	4,579 -29	-0.6%	-$2.09K	0.1%	66
2025 Q4	$367K	Buy	4,608 +9	+0.2%	+$751	0.13%	56
2025 Q3	$431K	Buy	4,599 +7	+0.2%	+$682	0.15%	52
2025 Q2	$509K	Buy	4,592 +7	+0.2%	+$787	0.2%	48
2025 Q1	$570K	Sell	4,585 -42	-0.9%	-$4.69K	0.25%	42
2024 Q4	$472K	Buy	4,627 +6	+0.1%	+$641	0.21%	48
2024 Q3	$479K	Buy	4,621 +6	+0.1%	+$597	0.21%	44
2024 Q2	$413K	Buy	4,615 +7	+0.2%	+$608	0.2%	49
2024 Q1	$403K	Sell	4,608 -366	-7%	-$29.4K	0.2%	50
2023 Q4	$354K	Buy	+4,974	New	+$356K	0.18%	51

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 $60.8B AUM 26.63% 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 Private Client Group's BRO Position: Q2 2026 in Review

Forum Private Client Group reduced its Brown & Brown (BRO) stake by 0.26% in Q2 2026, selling an estimated $732 and leaving 4,567 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #70.

Forum Private Client Group first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $570K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Forum Private Client Group held 4,567 shares of Brown & Brown worth $293K as of Q2 2026.
Forum Private Client Group sold 12 Brown & Brown shares in Q2 2026, an estimated $732.
Brown & Brown made up 0.09% of Forum Private Client Group's portfolio in Q2 2026, its #70 holding.
Forum Private Client Group first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
Forum Private Client Group's Brown & Brown position peaked at $570K in Q1 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.