Cathy Pareto & Associates’s Brown & Brown BRO Stock Holding History

Cathy Pareto & Associates’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	$815K	Sell	12,711 -51	-0.4%	-$3.11K	0.48%	42
2026 Q1	$832K	Sell	12,762 -15	-0.1%	-$1.08K	0.56%	37
2025 Q4	$1.02M	Hold	12,777	–	–	0.71%	34
2025 Q3	$1.2M	Buy	12,777 +16	+0.1%	+$1.56K	0.9%	29
2025 Q2	$1.41M	Hold	12,761	–	–	1.17%	23
2025 Q1	$1.59M	Hold	12,761	–	–	1.4%	23
2024 Q4	$1.3M	Buy	+12,761	New	+$1.36M	1.2%	23

Other funds holding BRO

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

HLCM

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

Cathy Pareto & Associates's BRO Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Brown & Brown (BRO) stake by 0.4% in Q2 2026, selling an estimated $3.11K and leaving 12,711 shares worth $815K. The position accounts for 0.48% of the portfolio, ranked #42.

Cathy Pareto & Associates first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2025. 208 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Cathy Pareto & Associates held 12,711 shares of Brown & Brown worth $815K as of Q2 2026.
Cathy Pareto & Associates sold 51 Brown & Brown shares in Q2 2026, an estimated $3.11K.
Brown & Brown made up 0.48% of Cathy Pareto & Associates's portfolio in Q2 2026, its #42 holding.
Cathy Pareto & Associates first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's Brown & Brown position peaked at $1.59M in Q1 2025.
208 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.