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Stocks•6 April 2026•

1 min read

Rathbones Group Rebalances Portfolio in Q4, Significantly Increasing KKR Stake

Key Facts

1Rathbones Group PLC significantly increased its stake in KKR & Co. Inc. by 84.3% during the fourth quarter.

2The group reduced its holdings in several major tech and industrial firms, including Adobe, Honeywell, Palo Alto Networks, and Xylem.

3The group raised its investments in Brown & Brown, Inc. by 23.4% and O'Reilly Automotive by 6.9%.

Version History

1 additional source confirmed this story

Rathbones Group PLC executed significant adjustments to its investment portfolio during the fourth quarter, according to recent financial filings. The firm notably increased its position in KKR & Co. Inc. by 84.3%, signaling a strong conviction in the private equity giant. Conversely, the group reduced exposure to several major technology and industrial firms, including Adobe, Honeywell, Palo Alto Networks, and Xylem. Investment in the financial and retail sectors saw growth, with a 23.4% increase in Brown & Brown, Inc. holdings and a 6.9% rise in O'Reilly Automotive. These moves reflect a strategic institutional rebalancing aimed at optimizing risk management and individual company earnings outlooks. Overall, the adjustments represent a tactical rotation across diverse sectors to align with the group's performance targets.