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Curated Wealth Partners’s Brown & Brown BRO Stock Holding History

Curated Wealth Partners’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 		$498K Buy
+500,666
New +$30.5M 0.06% 274
2026
Q1 		– Sell
-2,597
Closed -$207K – 233
2025
Q4 		$207K Buy
+2,597
New +$217K 0.02% 195

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
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
Assenagon Asset Management
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Curated Wealth Partners's BRO Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Brown & Brown (BRO) in Q2 2026: 500,666 shares worth $498K. The stake represents 0.06% of the portfolio and ranks #274 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in BRO as recently as Q4 2025.

Curated Wealth Partners first reported a position in BRO in Q4 2025 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Curated Wealth Partners held 500,666 shares of Brown & Brown worth $498K as of Q2 2026.
  • Brown & Brown was a new Curated Wealth Partners position in Q2 2026.
  • Brown & Brown made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • Curated Wealth Partners first reported a position in Brown & Brown in Q4 2025 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.