OP Asset Management’s Brown & Brown BRO Stock Holding History

OP Asset 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	$2.09M	Buy	32,625 +1,985	+6%	+$121K	0.02%	461
2026 Q1	$2M	Sell	30,640 -2,479	-7%	-$179K	0.02%	455
2025 Q4	$2.64M	Buy	33,119 +1,470	+5%	+$123K	0.03%	364
2025 Q3	$2.97M	Buy	31,649 +1,904	+6%	+$186K	0.04%	327
2025 Q2	$3.3M	Buy	29,745 +4,103	+16%	+$461K	0.05%	299
2025 Q1	$3.19M	Buy	+25,642	New	+$2.87M	0.05%	286

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 $3.38T AUM 44.17% 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

OP Asset Management's BRO Position: Q2 2026 in Review

OP Asset Management increased its Brown & Brown (BRO) stake by 6.5% in Q2 2026, buying an estimated $121K and bringing the position to 32,625 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #461.

OP Asset Management first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.3M in Q2 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

OP Asset Management held 32,625 shares of Brown & Brown worth $2.09M as of Q2 2026.
OP Asset Management bought 1,985 Brown & Brown shares in Q2 2026, an estimated $121K.
Brown & Brown made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #461 holding.
OP Asset Management first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Brown & Brown position peaked at $3.3M in Q2 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.