Davidson Kahn Capital Management’s Brown & Brown BRO Stock Holding History

Davidson Kahn Capital Management’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	$2.68M	Sell	41,704 -146	-0.3%	-$8.91K	1.15%	25
2026 Q1	$2.73M	Buy	41,850 +8,560	+26%	+$617K	1.45%	24
2025 Q4	$2.65M	Buy	33,290 +7,822	+31%	+$653K	1.38%	24
2025 Q3	$2.39M	Buy	25,468 +9,658	+61%	+$941K	1.33%	28
2025 Q2	$1.76M	Buy	15,810 +431	+3%	+$48.4K	1.13%	29
2025 Q1	$1.91M	Buy	15,379 +4,303	+39%	+$481K	1.47%	26
2024 Q4	$1.13M	Buy	+11,076	New	+$1.18M	1.04%	29

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Davidson Kahn Capital Management's BRO Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its Brown & Brown (BRO) stake by 0.35% in Q2 2026, selling an estimated $8.91K and leaving 41,704 shares worth $2.68M. The position accounts for 1.15% of the portfolio, ranked #25.

Davidson Kahn Capital Management first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Davidson Kahn Capital Management held 41,704 shares of Brown & Brown worth $2.68M as of Q2 2026.
Davidson Kahn Capital Management sold 146 Brown & Brown shares in Q2 2026, an estimated $8.91K.
Brown & Brown made up 1.15% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #25 holding.
Davidson Kahn Capital Management first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's Brown & Brown position peaked at $2.73M in Q1 2026.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.