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RCM
Radnor Capital Management’s
Brown & Brown
BRO
Stock Holding History
Radnor Capital 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
Q1
$636K
Buy
9,760
+140
+1%
+$10.1K
0.09%
204
2025
Q4
$767K
Buy
9,620
+3,565
+59%
+$297K
0.11%
183
2025
Q3
$568K
Hold
6,055
–
–
0.09%
217
2025
Q2
$671K
Buy
6,055
+65
+1%
+$7.3K
0.11%
200
2025
Q1
$745K
Buy
5,990
+300
+5%
+$33.5K
0.12%
181
2024
Q4
$580K
Buy
5,690
+500
+10%
+$53.4K
0.1%
205
2024
Q3
$538K
Buy
+5,190
New
+$516K
0.08%
228
2024
Q2
–
Sell
-4,000
Closed
-$350K
–
170
2024
Q1
$350K
Hold
4,000
–
–
0.06%
260
2023
Q4
$284K
Hold
4,000
–
–
0.05%
273
2023
Q3
$279K
Buy
+4,000
New
+$285K
0.06%
265
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1-Year Est. Return
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$18.8B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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