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LRZ Capital’s Brown & Brown BRO Stock Holding History

LRZ 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 		$5.72M Sell
89,225
-11,775
-12% -$718K 2.9% 16
2026
Q1 		$6.59M Hold
101,000
– – 3.3% 15
2025
Q4 		$8.05M Buy
+101,000
New +$8.43M 3.63% 15

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 $3.38T AUM 44.17% 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
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

LRZ Capital's BRO Position: Q2 2026 in Review

LRZ Capital reduced its Brown & Brown (BRO) stake by 12% in Q2 2026, selling an estimated $718K and leaving 89,225 shares worth $5.72M. The position accounts for 2.9% of the portfolio, ranked #16.

LRZ Capital first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.05M in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • LRZ Capital held 89,225 shares of Brown & Brown worth $5.72M as of Q2 2026.
  • LRZ Capital sold 11,775 Brown & Brown shares in Q2 2026, an estimated $718K.
  • Brown & Brown made up 2.9% of LRZ Capital's portfolio in Q2 2026, its #16 holding.
  • LRZ Capital first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • LRZ Capital's Brown & Brown position peaked at $8.05M in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on LRZ Capital's 13F filing for Q2 2026, filed 3 Aug 2026.