Quantum Capital Management (New Jersey)’s Brown & Brown BRO Stock Holding History

Quantum Capital Management (New Jersey)’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	$57.9M	Buy	903,253 +261,640	+41%	+$16M	7.27%	5
2026 Q1	$41.8M	Sell	641,613 -8,242	-1%	-$594K	5.35%	11
2025 Q4	$51.8M	Buy	649,855 +388,059	+148%	+$32.4M	6%	7
2025 Q3	$24.6M	Buy	261,796 +164,519	+169%	+$16M	2.69%	16
2025 Q2	$10.8M	Sell	97,277 -11,562	-11%	-$1.3M	1.17%	17
2025 Q1	$13.5M	Sell	108,839 -2,423	-2%	-$271K	1.4%	16
2024 Q4	$11.4M	Buy	111,262 +175	+0.2%	+$18.7K	1.22%	17
2024 Q3	$11.5M	Buy	111,087 +1,060	+1%	+$105K	1.19%	16
2024 Q2	$9.84M	Sell	110,027 -2,874	-3%	-$249K	1.11%	17
2024 Q1	$9.88M	Buy	+112,901	New	+$9.08M	1.08%	18

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 $3.37T AUM 44.26% 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

Quantum Capital Management (New Jersey)'s BRO Position: Q2 2026 in Review

Quantum Capital Management (New Jersey) increased its Brown & Brown (BRO) stake by 41% in Q2 2026, buying an estimated $16M and bringing the position to 903,253 shares worth $57.9M. The position accounts for 7.27% of the portfolio, ranked #5.

Quantum Capital Management (New Jersey) first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Quantum Capital Management (New Jersey) held 903,253 shares of Brown & Brown worth $57.9M as of Q2 2026.
Quantum Capital Management (New Jersey) bought 261,640 Brown & Brown shares in Q2 2026, an estimated $16M.
Brown & Brown made up 7.27% of Quantum Capital Management (New Jersey)'s portfolio in Q2 2026, its #5 holding.
Quantum Capital Management (New Jersey) first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q2 2026, filed 11 Aug 2026.