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Impact Capital Partners’s Brown & Brown BRO Stock Holding History

Impact Capital 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 		– Sell
-3,421
Closed -$223K – 290
2026
Q1 		$223K Buy
3,421
+645
+23% +$46.5K 0.07% 261
2025
Q4 		$221K Buy
+2,776
New +$232K 0.07% 258
2025
Q3 		– Sell
-1,982
Closed -$220K – 270
2025
Q2 		$220K Buy
1,982
+72
+4% +$8.09K 0.07% 252
2025
Q1 		$238K Buy
+1,910
New +$213K 0.09% 229

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Impact Capital Partners's BRO Position: Q2 2026 in Review

Impact Capital Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,421 shares — an estimated $223K sold.

Impact Capital Partners first reported a position in BRO in Q1 2025 and held it in 4 quarters. The position peaked at $238K in Q1 2025. 162 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Impact Capital Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Impact Capital Partners sold 3,421 Brown & Brown shares in Q2 2026, an estimated $223K.
  • Impact Capital Partners first reported a position in Brown & Brown in Q1 2025 and held it in 4 quarters.
  • Impact Capital Partners's Brown & Brown position peaked at $238K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.