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Kilter Group’s Brown & Brown BRO Stock Holding History

Kilter 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
2026
Q2 		$7.7K Buy
120
+61
+103% +$3.72K ﹤0.01% 550
2026
Q1 		$3.85K Buy
59
+18
+44% +$1.3K ﹤0.01% 695
2025
Q4 		$3.27K Buy
41
+23
+128% +$1.92K ﹤0.01% 619
2025
Q3 		$1.69K Buy
18
+5
+38% +$487 ﹤0.01% 711
2025
Q2 		$1.44K Buy
+13
New +$1.46K ﹤0.01% 723

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 $3.38T AUM 44.17% 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

Kilter Group's BRO Position: Q2 2026 in Review

Kilter Group increased its Brown & Brown (BRO) stake by 103% in Q2 2026, buying an estimated $3.72K and bringing the position to 120 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Kilter Group first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Kilter Group held 120 shares of Brown & Brown worth $7.7K as of Q2 2026.
  • Kilter Group bought 61 Brown & Brown shares in Q2 2026, an estimated $3.72K.
  • Brown & Brown made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #550 holding.
  • Kilter Group first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.