Rakuten Investment Management’s Brown & Brown BRO Stock Holding History

Rakuten Investment 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	$2.83M	Buy	43,321 +4,865	+13%	+$351K	0.01%	340
2025 Q4	$3.11M	Sell	38,456 -202,958	-84%	-$16.9M	0.01%	361
2025 Q3	$10.7M	Buy	+241,414	New	+$23.5M	0.04%	133
2025 Q1	$2.69M	Buy	+21,850	New	+$2.44M	0.01%	315
2024 Q3	$1.39M	Buy	13,520 +3,355	+33%	+$334K	0.01%	289
2024 Q2	$916K	Buy	10,165 +3,764	+59%	+$327K	0.01%	296
2024 Q1	$560K	Buy	6,401 +5,813	+989%	+$467K	﹤0.01%	304
2023 Q4	$41.7K	Buy	+588	New	+$42K	﹤0.01%	328

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Rakuten Investment Management's BRO Position: Q1 2026 in Review

Rakuten Investment Management increased its Brown & Brown (BRO) stake by 13% in Q1 2026, buying an estimated $351K and bringing the position to 43,321 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #340.

Rakuten Investment Management first reported a position in BRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.7M in Q3 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Rakuten Investment Management held 43,321 shares of Brown & Brown worth $2.83M as of Q1 2026.
Rakuten Investment Management bought 4,865 Brown & Brown shares in Q1 2026, an estimated $351K.
Brown & Brown made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #340 holding.
Rakuten Investment Management first reported a position in Brown & Brown in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Brown & Brown position peaked at $10.7M in Q3 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.