Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Brown & Brown BRO Stock Holding History

Kovitz Investment Group 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
2025
Q3 		– Sell
-1,946
Closed -$216K – 1409
2025
Q2 		$216K Sell
1,946
-858
-31% -$96.4K ﹤0.01% 1257
2025
Q1 		$349K Sell
2,804
-125
-4% -$14K ﹤0.01% 1006
2024
Q4 		$299K Buy
+2,929
New +$313K ﹤0.01% 1045

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Principal Financial Group
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovitz Investment Group Partners's BRO Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 1,946 shares — an estimated $216K sold.

Kovitz Investment Group Partners first reported a position in BRO in Q4 2024 and held it in 3 quarters. The position peaked at $349K in Q1 2025. 894 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,946 Brown & Brown shares in Q3 2025, an estimated $216K.
  • Kovitz Investment Group Partners first reported a position in Brown & Brown in Q4 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Brown & Brown position peaked at $349K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.