RIL
BRO icon

Rothschild Investment LLC’s Brown & Brown BRO Stock Holding History

Rothschild Investment LLC’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 		$40.5K Buy
632
+211
+50% +$12.9K ﹤0.01% 1298
2026
Q1 		$27.5K Buy
421
+88
+26% +$6.34K ﹤0.01% 1303
2025
Q4 		$26.5K Sell
333
-1,399
-81% -$117K ﹤0.01% 1227
2025
Q3 		$162K Buy
1,732
+1,565
+937% +$153K 0.01% 669
2025
Q2 		$18.5K Buy
167
+26
+18% +$2.92K ﹤0.01% 1036
2025
Q1 		$17.5K Sell
141
-2
-1% -$223 ﹤0.01% 1033
2024
Q4 		$14.6K Buy
143
+3
+2% +$320 ﹤0.01% 1079
2024
Q3 		$14.5K Buy
140
+10
+8% +$995 ﹤0.01% 1068
2024
Q2 		$11.6K Buy
130
+85
+189% +$7.38K ﹤0.01% 1083
2024
Q1 		$3.94K Buy
45
+15
+50% +$1.21K ﹤0.01% 1163
2023
Q4 		$2.13K Buy
+30
New +$2.14K ﹤0.01% 1139

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's BRO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Brown & Brown (BRO) stake by 50% in Q2 2026, buying an estimated $12.9K and bringing the position to 632 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Rothschild Investment LLC first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $162K in Q3 2025. 650 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Rothschild Investment LLC held 632 shares of Brown & Brown worth $40.5K as of Q2 2026.
  • Rothschild Investment LLC bought 211 Brown & Brown shares in Q2 2026, an estimated $12.9K.
  • Brown & Brown made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1298 holding.
  • Rothschild Investment LLC first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Brown & Brown position peaked at $162K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.