Kavar Capital Partners Group’s Brown & Brown BRO Stock Holding History

Kavar Capital Partners 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
2025 Q4	–	Sell	-2,188	Closed	-$205K	–	191
2025 Q3	$205K	Hold	2,188	–	–	0.03%	180
2025 Q2	$243K	Hold	2,188	–	–	0.03%	179
2025 Q1	$272K	Hold	2,188	–	–	0.05%	150
2024 Q4	$223K	Hold	2,188	–	–	0.04%	162
2024 Q3	$227K	Buy	+2,188	New	+$218K	0.04%	167

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Kavar Capital Partners Group's BRO Position: Q4 2025 in Review

Kavar Capital Partners Group sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,188 shares — an estimated $205K sold.

Kavar Capital Partners Group first reported a position in BRO in Q3 2024 and held it in 5 quarters. The position peaked at $272K in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Kavar Capital Partners Group reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Kavar Capital Partners Group sold 2,188 Brown & Brown shares in Q4 2025, an estimated $205K.
Kavar Capital Partners Group first reported a position in Brown & Brown in Q3 2024 and held it in 5 quarters.
Kavar Capital Partners Group's Brown & Brown position peaked at $272K in Q1 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Kavar Capital Partners Group's 13F filing for Q4 2025, filed 20 Jan 2026.