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Patton Fund Management’s Brown & Brown BRO Stock Holding History

Patton Fund 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 		– Sell
-3,123
Closed -$204K – 142
2026
Q1 		$204K Buy
3,123
+299
+11% +$21.6K 0.03% 480
2025
Q4 		$225K Buy
2,824
+366
+15% +$30.5K 0.03% 300
2025
Q3 		$231K Sell
2,458
-15,894
-87% -$1.55M 0.04% 337
2025
Q2 		$2.03M Sell
18,352
-12,799
-41% -$1.44M 0.45% 68
2025
Q1 		$3.88M Sell
31,151
-9,228
-23% -$1.03M 0.94% 43
2024
Q4 		$4.12M Sell
40,379
-6,057
-13% -$647K 0.81% 58
2024
Q3 		$4.81M Sell
46,436
-2,496
-5% -$248K 0.99% 47
2024
Q2 		$4.38M Sell
48,932
-9,724
-17% -$844K 0.92% 52
2024
Q1 		$5.13M Sell
58,656
-8,352
-12% -$671K 0.93% 55
2023
Q4 		$4.76M Buy
+67,008
New +$4.79M 1.06% 36

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Patton Fund Management's BRO Position: Q2 2026 in Review

Patton Fund Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,123 shares — an estimated $204K sold.

Patton Fund Management first reported a position in BRO in Q4 2023 and held it in 10 quarters. The position peaked at $5.13M in Q1 2024. 235 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Patton Fund Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 3,123 Brown & Brown shares in Q2 2026, an estimated $204K.
  • Patton Fund Management first reported a position in Brown & Brown in Q4 2023 and held it in 10 quarters.
  • Patton Fund Management's Brown & Brown position peaked at $5.13M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.