Sivia Capital Partners’s Brown & Brown BRO Stock Holding History

Sivia Capital 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	$634K	Buy	+9,882	New	+$603K	0.08%	293

Other funds holding BRO

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sivia Capital Partners's BRO Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Brown & Brown (BRO) in Q2 2026: 9,882 shares worth $634K. The stake represents 0.08% of the portfolio and ranks #293 among its holdings.

169 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Sivia Capital Partners held 9,882 shares of Brown & Brown worth $634K as of Q2 2026.
Brown & Brown was a new Sivia Capital Partners position in Q2 2026.
Brown & Brown made up 0.08% of Sivia Capital Partners's portfolio in Q2 2026, its #293 holding.
169 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.