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Redwood Grove Capital’s Brown & Brown BRO Stock Holding History

Redwood Grove Capital’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 		$7.47M Hold
116,400
– – 1.89% 21
2026
Q1 		$7.59M Buy
116,400
+24,400
+27% +$1.76M 2.45% 19
2025
Q4 		$7.33M Buy
+92,000
New +$7.68M 2.09% 21

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 $3.37T AUM 44.26% 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

Redwood Grove Capital's BRO Position: Q2 2026 in Review

Redwood Grove Capital held its Brown & Brown (BRO) position steady in Q2 2026 at 116,400 shares worth $7.47M. The position accounts for 1.89% of the portfolio, ranked #21.

Redwood Grove Capital first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.59M in Q1 2026. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Redwood Grove Capital held 116,400 shares of Brown & Brown worth $7.47M as of Q2 2026.
  • Redwood Grove Capital left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 1.89% of Redwood Grove Capital's portfolio in Q2 2026, its #21 holding.
  • Redwood Grove Capital first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Redwood Grove Capital's Brown & Brown position peaked at $7.59M in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Redwood Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.