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Kennedy Capital Management’s Brown & Brown BRO Stock Holding History

Kennedy 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 		$7.17M Sell
111,766
-33,084
-23% -$2.02M 0.13% 261
2026
Q1 		$9.45M Buy
144,850
+56,891
+65% +$4.1M 0.2% 179
2025
Q4 		$7.01M Sell
87,959
-3,044
-3% -$254K 0.15% 223
2025
Q3 		$8.54M Sell
91,003
-15,972
-15% -$1.56M 0.19% 194
2025
Q2 		$11.9M Sell
106,975
-4,799
-4% -$539K 0.28% 106
2025
Q1 		$13.9M Sell
111,774
-26,544
-19% -$2.97M 0.33% 84
2024
Q4 		$14.1M Sell
138,318
-14,530
-10% -$1.55M 0.31% 77
2024
Q3 		$15.8M Sell
152,848
-60,159
-28% -$5.98M 0.35% 66
2024
Q2 		$19M Sell
213,007
-8,558
-4% -$743K 0.41% 49
2024
Q1 		$19.4M Sell
221,565
-7,282
-3% -$585K 0.4% 44
2023
Q4 		$16.3M Buy
228,847
+22,936
+11% +$1.64M 0.36% 63
2023
Q3 		$14.4M Buy
205,911
+2,334
+1% +$166K 0.35% 70
2023
Q2 		$14M Buy
203,577
+88,918
+78% +$5.66M 0.33% 80
2023
Q1 		$6.58M Buy
114,659
+23,849
+26% +$1.37M 0.19% 194
2022
Q4 		$5.17M Buy
90,810
+70,775
+353% +$4.14M 0.15% 252
2022
Q3 		$1.21M Sell
20,035
-150
-0.7% -$9.44K 0.04% 460
2022
Q2 		$1.18M Buy
20,185
+2,527
+14% +$155K 0.03% 454
2022
Q1 		$1.28M Buy
17,658
+4,775
+37% +$320K 0.03% 470
2021
Q4 		$905K Sell
12,883
-1,098
-8% -$70.8K 0.02% 526
2021
Q3 		$775K Sell
13,981
-229
-2% -$12.8K 0.02% 544
2021
Q2 		$755K Buy
14,210
+664
+5% +$34.1K 0.02% 543
2021
Q1 		$619K Buy
13,546
+7,913
+140% +$363K 0.01% 585
2020
Q4 		$267K Buy
+5,633
New +$259K 0.01% 643

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Kennedy Capital Management's BRO Position: Q2 2026 in Review

Kennedy Capital Management reduced its Brown & Brown (BRO) stake by 23% in Q2 2026, selling an estimated $2.02M and leaving 111,766 shares worth $7.17M. The position accounts for 0.13% of the portfolio, ranked #261.

Kennedy Capital Management first reported a position in BRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.4M in Q1 2024. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Kennedy Capital Management held 111,766 shares of Brown & Brown worth $7.17M as of Q2 2026.
  • Kennedy Capital Management sold 33,084 Brown & Brown shares in Q2 2026, an estimated $2.02M.
  • Brown & Brown made up 0.13% of Kennedy Capital Management's portfolio in Q2 2026, its #261 holding.
  • Kennedy Capital Management first reported a position in Brown & Brown in Q4 2020 and has held it in 23 quarters since.
  • Kennedy Capital Management's Brown & Brown position peaked at $19.4M in Q1 2024.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.