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Kings Path Partners’s Brown & Brown BRO Stock Holding History

Kings Path 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
-231
Closed -$18.4K – 357
2026
Q1 		$18.4K Hold
231
– – 0.01% 213
2025
Q4 		$18.4K Hold
231
– – 0.01% 213
2025
Q3 		$21.7K Hold
231
– – 0.01% 204
2025
Q2 		$25.6K Hold
231
– – 0.01% 189
2025
Q1 		$28.7K Hold
231
– – 0.01% 176
2024
Q4 		$23.6K Hold
231
– – 0.01% 204
2024
Q3 		$23.9K Hold
231
– – 0.01% 208
2024
Q2 		$20.7K Buy
+231
New +$20.1K 0.01% 196

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
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
SCM
Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kings Path Partners's BRO Position: Q2 2026 in Review

Kings Path Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 231 shares — an estimated $18.4K sold.

Kings Path Partners first reported a position in BRO in Q2 2024 and held it in 8 quarters. The position peaked at $28.7K in Q1 2025. 134 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Kings Path Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Kings Path Partners sold 231 Brown & Brown shares in Q2 2026, an estimated $18.4K.
  • Kings Path Partners first reported a position in Brown & Brown in Q2 2024 and held it in 8 quarters.
  • Kings Path Partners's Brown & Brown position peaked at $28.7K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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