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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Change Path, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRO overviewAll 13F holders of BROFull Q2 2026 holdings

Shares (Q2 2026)
4,351
Value
$279.1K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2023
Holdings of BRO by Change Path, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,351$279.1K<0.1%+28+0.6%AddedHolders
Q1 20264,323$281.9K<0.1%−185−4.1%ReducedHolders
Q4 20254,508$359.3K<0.1%+139+3.2%AddedHolders
Q3 20254,369$409.8K<0.1%−23−0.5%ReducedHolders
Q2 20254,392$487.0K<0.1%+1,627+58.8%AddedHolders
Q1 20252,765$344.0K<0.1%−5−0.2%ReducedHolders
Q4 20242,770$282.6K<0.1%+22+0.8%AddedHolders
Q3 20242,748$284.7K<0.1%+205+8.1%AddedHolders
Q2 20242,543$227.0K<0.1%+2,543NewHolders
Q4 20230$00.0%−4,586−100.0%Sold outHolders
Q3 20234,586$320.0K<0.1%−7,748−62.8%ReducedHolders
Q2 202312,334$849.0K<0.1%+12,334NewHolders