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 Q2	$3.04M	Buy	47,512 +4,191	+10%	+$256K	0.01%	357
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 $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

Rakuten Investment Management's BRO Position: Q2 2026 in Review

Rakuten Investment Management increased its Brown & Brown (BRO) stake by 9.7% in Q2 2026, buying an estimated $256K and bringing the position to 47,512 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #357.

Rakuten Investment Management first reported a position in BRO in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.7M in Q3 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Rakuten Investment Management held 47,512 shares of Brown & Brown worth $3.04M as of Q2 2026.
Rakuten Investment Management bought 4,191 Brown & Brown shares in Q2 2026, an estimated $256K.
Brown & Brown made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #357 holding.
Rakuten Investment Management first reported a position in Brown & Brown in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's Brown & Brown position peaked at $10.7M in Q3 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.