Rmr Capital Management LLC Investment Activity Analysis: Second Quarter 2026 Portfolio Changes
This analysis details Rmr Capital Management LLC's significant stock purchases and sales during the second quarter of 2026, based on available disclosures.
As reported by insiderset.com for the period ending June 30th, 2026 (2Q2026), Rmr Capital Management LLC, a sophisticated investment vehicle, managed its substantial portfolio comprising over 75 holdings. The total portfolio value stood at $144,868,943 as of this date.
Several notable transactions occurred during the quarter:
- Purchase: Vanguard Index Funds (VO) saw a significant increase in its position by 20,424 shares, representing an approximately 307.41% change from the previous quarter.
- Purchase: Brown & Brown Inc (BRO) was added or significantly increased by 9,692 shares, a nearly 100% increase in its position.
- Purchase: Gallagher Arthur J & Co (AJG) experienced a substantial buy of 1,715 shares, which constituted an 100% increase in its position.
- Purchase: iShares Core S&P Small-Cap Index Fund (IJH) was increased by 2,885 shares, a 100% change from the prior period.
In contrast to these buying activities, one holding showed significant reduction:
- Sale: iShares Core S&P Small-Cap Index Fund (SGOV) was sold or reduced by 23,816 shares. This resulted in a -16.38% change from the previous period.
The portfolio's sector allocation remains dominated by Financial Services, which accounts for approximately 33.65% of its value ($48,743,516). Other major sectors include Unknown (40.53%), Healthcare (4.07%), and Consumer Defensive (4.34%).
These changes reflect the ongoing strategy of Rmr Capital Management LLC, which appears to be actively managing its portfolio by adding exposure to specific sectors and companies while strategically reducing positions in others during this quarter.