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Raleigh Capital Management’s Brown & Brown BRO Stock Holding History

Raleigh 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
Q2 		– Sell
-35
Closed -$2.28K – 632
2026
Q1 		$2.28K Buy
+35
New +$2.52K ﹤0.01% 506
2025
Q1 		– Sell
-40
Closed -$4.08K – 634
2024
Q4 		$4.08K Hold
40
– – ﹤0.01% 732
2024
Q3 		$4.14K Sell
40
-11
-22% -$1.09K ﹤0.01% 724
2024
Q2 		$4.56K Buy
51
+21
+70% +$1.82K ﹤0.01% 689
2024
Q1 		$2.63K Buy
30
+25
+500% +$2.01K ﹤0.01% 734
2023
Q4 		$356 Buy
+5
New +$357 ﹤0.01% 1018

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Raleigh Capital Management's BRO Position: Q2 2026 in Review

Raleigh Capital Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 35 shares — an estimated $2.28K sold.

Raleigh Capital Management first reported a position in BRO in Q4 2023 and held it in 6 quarters. The position peaked at $4.56K in Q2 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Raleigh Capital Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 35 Brown & Brown shares in Q2 2026, an estimated $2.28K.
  • Raleigh Capital Management first reported a position in Brown & Brown in Q4 2023 and held it in 6 quarters.
  • Raleigh Capital Management's Brown & Brown position peaked at $4.56K in Q2 2024.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.