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Gobi Capital’s Brown & Brown BRO Stock Holding History

Gobi 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 		$114M Buy
1,780,046
+159,000
+10% +$9.7M 5.36% 9
2026
Q1 		$106M Buy
1,621,046
+192,369
+13% +$13.9M 5.88% 9
2025
Q4 		$114M Buy
1,428,677
+332,474
+30% +$27.7M 5.52% 9
2025
Q3 		$103M Buy
1,096,203
+39,499
+4% +$3.85M 4.99% 10
2025
Q2 		$117M Sell
1,056,704
-9,233
-0.9% -$1.04M 5.8% 8
2025
Q1 		$133M Sell
1,065,937
-10,900
-1% -$1.22M 7.55% 7
2024
Q4 		$110M Buy
1,076,837
+88,842
+9% +$9.49M 6.45% 8
2024
Q3 		$102M Buy
+987,995
New +$98.3M 5.87% 9

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 $60.8B AUM 26.63% 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

Gobi Capital's BRO Position: Q2 2026 in Review

Gobi Capital increased its Brown & Brown (BRO) stake by 9.8% in Q2 2026, buying an estimated $9.7M and bringing the position to 1,780,046 shares worth $114M. The position accounts for 5.36% of the portfolio, ranked #9.

Gobi Capital first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $133M in Q1 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Gobi Capital held 1,780,046 shares of Brown & Brown worth $114M as of Q2 2026.
  • Gobi Capital bought 159,000 Brown & Brown shares in Q2 2026, an estimated $9.7M.
  • Brown & Brown made up 5.36% of Gobi Capital's portfolio in Q2 2026, its #9 holding.
  • Gobi Capital first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
  • Gobi Capital's Brown & Brown position peaked at $133M in Q1 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Gobi Capital's 13F filing for Q2 2026, filed 14 Aug 2026.