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

RMR 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	$622K	Buy	9,692 +4,774	+97%	+$291K	0.43%	46
2026 Q1	$321K	Sell	4,918 -2,780	-36%	-$200K	0.23%	58
2025 Q4	$614K	Buy	7,698 +4,258	+124%	+$355K	0.44%	45
2025 Q3	$323K	Buy	+3,440	New	+$335K	0.23%	63

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 $59.9B AUM 27.01% 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

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

RMR Capital Management increased its Brown & Brown (BRO) stake by 97% in Q2 2026, buying an estimated $291K and bringing the position to 9,692 shares worth $622K. The position accounts for 0.43% of the portfolio, ranked #46.

RMR Capital Management first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

RMR Capital Management held 9,692 shares of Brown & Brown worth $622K as of Q2 2026.
RMR Capital Management bought 4,774 Brown & Brown shares in Q2 2026, an estimated $291K.
Brown & Brown made up 0.43% of RMR Capital Management's portfolio in Q2 2026, its #46 holding.
RMR Capital Management first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.