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Pallas Capital Advisors’s Brown & Brown BRO Stock Holding History

Pallas Capital Advisors’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 		$232K Buy
+3,624
New +$221K 0.01% 846
2025
Q4 		– Sell
-3,674
Closed -$345K – 890
2025
Q3 		$345K Buy
+3,674
New +$358K 0.01% 629
2023
Q4 		– Sell
-3,680
Closed -$253K – 362
2023
Q3 		$253K Buy
+3,680
New +$262K 0.02% 306

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

Pallas Capital Advisors's BRO Position: Q2 2026 in Review

Pallas Capital Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 3,624 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in BRO as recently as Q3 2025.

Pallas Capital Advisors first reported a position in BRO in Q3 2023 and has held it in 3 quarters since. The position peaked at $345K in Q3 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Pallas Capital Advisors held 3,624 shares of Brown & Brown worth $232K as of Q2 2026.
  • Brown & Brown was a new Pallas Capital Advisors position in Q2 2026.
  • Brown & Brown made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #846 holding.
  • Pallas Capital Advisors first reported a position in Brown & Brown in Q3 2023 and has held it in 3 quarters since.
  • Pallas Capital Advisors's Brown & Brown position peaked at $345K in Q3 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.