BROWN ADVISORY INC

Position in HRB — H&R Block Inc

CIK 1345929 BALTIMORE, MD

Position in HRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$348,127

+$53,009 QoQ

Shares Held

9,142

-1.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#315

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Cyclical · as of Jun 30, 2026

BROWN ADVISORY INC holds $116,152,463 across 5 Personal Services names. HRB ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANDG	Andersen Group Inc.	2,165,645	$81,688,128
2	BFAM	Bright Horizons Family Solutions Inc.	417,759	$29,610,756
3	ROL	Rollins Inc	99,674	$4,160,392
4	HRB	H&R Block Inc This page	9,142	$348,127
5	CSV	Carriage Services Inc	9,000	$345,060

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,127	9,142	-1.7%	Shares	Defined	2026-08-14
2026-03-31	$295,118	9,298	+6.2%	Shares	Defined	2026-05-15
2025-12-31	$381,586	8,756	-5.4%	Shares	Defined	2026-02-13
2025-09-30	$468,075	9,256	-0.6%	Shares	Defined	2025-11-14
2025-06-30	$511,245	9,314	-22.0%	Shares	Defined	2025-08-13
2025-03-31	$655,735	11,942	+1.6%	Shares	Defined	2025-04-30
2024-12-31	$620,922	11,751	-0.1%	Shares	Defined	2025-02-14
2024-09-30	$747,157	11,757	0.0%	Shares	Defined	2024-11-13
2024-06-30	$637,582	11,757	+0.3%	Shares	Defined	2024-08-14
2024-03-31	$575,667	11,722	-1.5%	Shares	Defined	2024-04-24
2023-12-31	$575,699	11,902	0.0%	Shares	Defined	2024-02-08
2023-09-30	$512,500	11,902	+7.2%	Shares	Defined	2023-10-25
2023-06-30	$353,883	11,104	+1.2%	Shares	Defined	2023-07-31
2023-03-31	$386,763	10,972	-6.0%	Shares	Defined	2023-05-08
2022-12-31	$425,962	11,667	-0.1%	Shares	Defined	2023-02-13
2022-09-30	$496,782	11,678	0.0%	Shares	Defined	2022-11-14
2022-06-30	$412,466	11,678	-1.7%	Shares	Defined	2022-11-14
2022-03-31	$309,406	11,882	+8.9%	Shares	Defined	2022-11-14
2021-12-31	$257,110	10,913	-8.4%	Shares	Defined	2022-01-27
2021-09-30	$297,825	11,913	-6.5%	Shares	Defined	2021-11-12
2021-06-30	$299,135	12,740	-5.7%	Shares	Defined	2021-07-29
2021-03-31	$294,582	13,513	-14.5%	Shares	Defined	2021-05-14
2020-12-31	$250,540	15,797	0.0%	Shares	Defined	2021-02-12
2020-09-30	$257,332	15,797	-3.6%	Shares	Defined	2020-11-16
2020-06-30	$233,905	16,380	-13.5%	Shares	Defined	2020-08-14
2020-03-31	$266,477	18,926	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.