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Rossby Financial’s Brown & Brown BRO Stock Holding History

Rossby Financial’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 		$3.08K Buy
48
+15
+45% +$915 ﹤0.01% 1607
2026
Q1 		$2.13K Buy
33
+3
+10% +$216 ﹤0.01% 1790
2025
Q4 		$2.39K Buy
+30
New +$2.5K ﹤0.01% 1321

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 $59.9B AUM 27.01% 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

Rossby Financial's BRO Position: Q2 2026 in Review

Rossby Financial increased its Brown & Brown (BRO) stake by 45% in Q2 2026, buying an estimated $915 and bringing the position to 48 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Rossby Financial first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Rossby Financial held 48 shares of Brown & Brown worth $3.08K as of Q2 2026.
  • Rossby Financial bought 15 Brown & Brown shares in Q2 2026, an estimated $915.
  • Brown & Brown made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1607 holding.
  • Rossby Financial first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.