Rakuten Securities’s Brown & Brown BRO Stock Holding History

Rakuten Securities’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	$64	Sell	1 -79	-99%	-$4.82K	﹤0.01%	883
2026 Q1	$5.22K	Buy	80 +79	+7,900%	+$5.7K	﹤0.01%	504
2025 Q4	$80	Hold	1	–	–	﹤0.01%	857
2025 Q3	$94	Hold	1	–	–	﹤0.01%	867
2025 Q2	$111	Sell	1 -63	-98%	-$7.08K	﹤0.01%	792
2025 Q1	$7.96K	Buy	64 +61	+2,033%	+$6.82K	﹤0.01%	436
2024 Q4	$306	Buy	+3	New	+$320	﹤0.01%	691
2024 Q3	–	Sell	-100	Closed	-$8.94K	–	727
2024 Q2	$8.94K	Buy	100 +99	+9,900%	+$8.59K	﹤0.01%	347
2024 Q1	$88	Sell	1 -25	-96%	-$2.01K	﹤0.01%	683
2023 Q4	$1.85K	Buy	+26	New	+$1.86K	﹤0.01%	428

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

Rakuten Securities's BRO Position: Q2 2026 in Review

Rakuten Securities reduced its Brown & Brown (BRO) stake by 99% in Q2 2026, selling an estimated $4.82K and leaving 1 share worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Rakuten Securities first reported a position in BRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.94K in Q2 2024. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Rakuten Securities held 1 share of Brown & Brown worth $64 as of Q2 2026.
Rakuten Securities sold 79 Brown & Brown shares in Q2 2026, an estimated $4.82K.
Brown & Brown made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #883 holding.
Rakuten Securities first reported a position in Brown & Brown in Q4 2023 and has held it in 10 quarters since.
Rakuten Securities's Brown & Brown position peaked at $8.94K in Q2 2024.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.