Kayne Anderson Rudnick Investment Management
BRO icon

Kayne Anderson Rudnick Investment Management’s Brown & Brown BRO Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$157K Sell
2,452
-1,026,886
-100% -$62.6M ﹤0.01% 557
2026
Q1 		$67.1M Sell
1,029,338
-78,565
-7% -$5.66M 0.2% 109
2025
Q4 		$88.3M Sell
1,107,903
-96,227
-8% -$8.03M 0.24% 105
2025
Q3 		$113M Sell
1,204,130
-30,313
-2% -$2.95M 0.28% 98
2025
Q2 		$137M Sell
1,234,443
-386,093
-24% -$43.4M 0.33% 89
2025
Q1 		$202M Buy
1,620,536
+9,250
+0.6% +$1.03M 0.49% 63
2024
Q4 		$164M Buy
1,611,286
+46,912
+3% +$5.01M 0.38% 79
2024
Q3 		$162M Buy
1,564,374
+56,251
+4% +$5.59M 0.36% 77
2024
Q2 		$135M Buy
1,508,123
+99,155
+7% +$8.61M 0.33% 85
2024
Q1 		$123M Buy
1,408,968
+323,980
+30% +$26M 0.29% 94
2023
Q4 		$77.2M Buy
1,084,988
+91,326
+9% +$6.53M 0.19% 116
2023
Q3 		$69.4M Buy
993,662
+78,504
+9% +$5.6M 0.2% 118
2023
Q2 		$63M Buy
915,158
+915,080
+1,173,179% +$58.2M 0.18% 123
2023
Q1 		$4.48K Hold
78
– – ﹤0.01% 595
2022
Q4 		$4.44K Hold
78
– – ﹤0.01% 611
2022
Q3 		$5K Buy
+78
New +$4.91K ﹤0.01% 578
2015
Q2 		– Sell
-3,489,896
Closed -$57.8M – 309
2015
Q1 		$57.8M Sell
3,489,896
-1,209,914
-26% -$19.5M 0.89% 37
2014
Q4 		$77.3M Sell
4,699,810
-172,884
-4% -$2.78M 1.29% 22
2014
Q3 		$78.3M Sell
4,872,694
-148,406
-3% -$2.35M 1.4% 15
2014
Q2 		$77.1M Sell
5,021,100
-128,986
-3% -$1.94M 1.31% 17
2014
Q1 		$79.2M Sell
5,150,086
-62,994
-1% -$967K 1.39% 18
2013
Q4 		$81.8M Buy
5,213,080
+276,760
+6% +$4.39M 1.37% 20
2013
Q3 		$79.2M Buy
4,936,320
+80,830
+2% +$1.32M 1.48% 18
2013
Q2 		$78.3M Buy
+4,855,490
New +$76.8M 1.58% 16

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 $59.9B AUM 27.01% 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

Kayne Anderson Rudnick Investment Management's BRO Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Brown & Brown (BRO) stake by 100% in Q2 2026, selling an estimated $62.6M and leaving 2,452 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Kayne Anderson Rudnick Investment Management first reported a position in BRO in Q2 2013 and has held it in 24 quarters since. The position peaked at $202M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 2,452 shares of Brown & Brown worth $157K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 1,026,886 Brown & Brown shares in Q2 2026, an estimated $62.6M.
  • Brown & Brown made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #557 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Brown & Brown in Q2 2013 and has held it in 24 quarters since.
  • Kayne Anderson Rudnick Investment Management's Brown & Brown position peaked at $202M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.