OpenArc Corporate Advisory’s Brown & Brown BRO Stock Holding History

OpenArc Corporate Advisory’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	$417K	Buy	6,506 +2,253	+53%	+$137K	0.01%	536
2026 Q1	$277K	Buy	4,253 +1,089	+34%	+$78.5K	﹤0.01%	589
2025 Q4	$252K	Buy	+3,164	New	+$264K	﹤0.01%	560

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

OpenArc Corporate Advisory's BRO Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Brown & Brown (BRO) stake by 53% in Q2 2026, buying an estimated $137K and bringing the position to 6,506 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #536.

OpenArc Corporate Advisory first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

OpenArc Corporate Advisory held 6,506 shares of Brown & Brown worth $417K as of Q2 2026.
OpenArc Corporate Advisory bought 2,253 Brown & Brown shares in Q2 2026, an estimated $137K.
Brown & Brown made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #536 holding.
OpenArc Corporate Advisory first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.