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Clayton Financial Group’s Brown & Brown BRO Stock Holding History

Clayton Financial Group’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 		– Sell
-19
Closed -$1.24K – 131
2026
Q1 		$1.24K Buy
+19
New +$1.37K ﹤0.01% 540

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
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
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Clayton Financial Group's BRO Position: Q2 2026 in Review

Clayton Financial Group sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 19 shares — an estimated $1.24K sold.

Clayton Financial Group first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $1.24K in Q1 2026. 275 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Clayton Financial Group reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 19 Brown & Brown shares in Q2 2026, an estimated $1.24K.
  • Clayton Financial Group first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
  • Clayton Financial Group's Brown & Brown position peaked at $1.24K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.