Frank Rimerman Advisors’s Brown & Brown BRO Stock Holding History

Frank Rimerman Advisors’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	$255K	Buy	3,974 +533	+15%	+$32.5K	0.01%	547
2026 Q1	$224K	Buy	3,441 +517	+18%	+$37.3K	0.01%	557
2025 Q4	$233K	Sell	2,924 -12	-0.4%	-$1K	0.01%	569
2025 Q3	$275K	Sell	2,936 -113	-4%	-$11K	0.02%	501
2025 Q2	$338K	Sell	3,049 -497	-14%	-$55.9K	0.02%	424
2025 Q1	$441K	Buy	3,546 +281	+9%	+$31.4K	0.04%	335
2024 Q4	$333K	Buy	3,265 +143	+5%	+$15.3K	0.02%	386
2024 Q3	$323K	Hold	3,122	–	–	0.02%	407
2024 Q2	$279K	Buy	+3,122	New	+$271K	0.02%	457

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

Frank Rimerman Advisors's BRO Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Brown & Brown (BRO) stake by 15% in Q2 2026, buying an estimated $32.5K and bringing the position to 3,974 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #547.

Frank Rimerman Advisors first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $441K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Frank Rimerman Advisors held 3,974 shares of Brown & Brown worth $255K as of Q2 2026.
Frank Rimerman Advisors bought 533 Brown & Brown shares in Q2 2026, an estimated $32.5K.
Brown & Brown made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #547 holding.
Frank Rimerman Advisors first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's Brown & Brown position peaked at $441K in Q1 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.