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

Rockefeller 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	$6.25M	Buy	97,491 +28,168	+41%	+$1.72M	0.01%	874
2026 Q1	$4.52M	Buy	69,323 +6,825	+11%	+$492K	0.01%	956
2025 Q4	$4.98M	Buy	62,498 +38,732	+163%	+$3.23M	0.01%	881
2025 Q3	$2.23M	Buy	23,766 +6,490	+38%	+$632K	﹤0.01%	1119
2025 Q2	$1.92M	Sell	17,276 -2,098	-11%	-$236K	﹤0.01%	1121
2025 Q1	$2.41M	Sell	19,374 -1,437	-7%	-$161K	0.01%	962
2024 Q4	$2.12M	Buy	20,811 +1,986	+11%	+$212K	0.01%	996
2024 Q3	$1.95M	Buy	18,825 +290	+2%	+$28.8K	0.01%	1000
2024 Q2	$1.66M	Sell	18,535 -7,918	-30%	-$687K	﹤0.01%	1049
2024 Q1	$2.32M	Buy	+26,453	New	+$2.13M	0.01%	946
2023 Q3	–	Sell	-5,209	Closed	-$359K	–	1528
2023 Q2	$359K	Sell	5,209 -400,410	-99%	-$25.5M	﹤0.01%	1464
2023 Q1	$23.3M	Buy	405,619 +400,970	+8,625%	+$23M	0.1%	224
2022 Q4	$264K	Buy	4,649 +3,584	+337%	+$210K	﹤0.01%	1533
2022 Q3	$64K	Sell	1,065 -288	-21%	-$18.1K	﹤0.01%	2220
2022 Q2	$78K	Sell	1,353 -22,352	-94%	-$1.37M	﹤0.01%	2077
2022 Q1	$1.71M	Sell	23,705 -2,946	-11%	-$198K	0.01%	858
2021 Q4	$1.87M	Buy	26,651 +15,320	+135%	+$988K	0.01%	820
2021 Q3	$628K	Buy	11,331 +10,821	+2,122%	+$603K	﹤0.01%	1177
2021 Q2	$26K	Buy	510 +400	+364%	+$20.6K	﹤0.01%	2364
2021 Q1	$4K	Sell	110 -10,661	-99%	-$489K	﹤0.01%	2946
2020 Q4	$509K	Buy	10,771 +38	+0.4%	+$1.75K	﹤0.01%	905
2020 Q3	$485K	Sell	10,733 -21	-0.2%	-$937	﹤0.01%	799
2020 Q2	$438K	Sell	10,754 -6,521	-38%	-$252K	﹤0.01%	748
2020 Q1	$626K	Buy	17,275 +16,969	+5,545%	+$717K	0.01%	565
2019 Q4	$12K	Buy	+306	New	+$11.5K	﹤0.01%	1549
2019 Q2	–	Sell	-1,123	Closed	-$33K	–	1679
2019 Q1	$33K	Buy	+1,123	New	+$32.1K	﹤0.01%	1043

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

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

Rockefeller Capital Management increased its Brown & Brown (BRO) stake by 41% in Q2 2026, buying an estimated $1.72M and bringing the position to 97,491 shares worth $6.25M. The position accounts for 0.01% of the portfolio, ranked #874.

Rockefeller Capital Management first reported a position in BRO in Q1 2019 and has held it in 26 quarters since. The position peaked at $23.3M in Q1 2023. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Rockefeller Capital Management held 97,491 shares of Brown & Brown worth $6.25M as of Q2 2026.
Rockefeller Capital Management bought 28,168 Brown & Brown shares in Q2 2026, an estimated $1.72M.
Brown & Brown made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #874 holding.
Rockefeller Capital Management first reported a position in Brown & Brown in Q1 2019 and has held it in 26 quarters since.
Rockefeller Capital Management's Brown & Brown position peaked at $23.3M in Q1 2023.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.