Adirondack Trust Company’s Brown & Brown BRO Stock Holding History

Adirondack Trust Company’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
2025 Q4	–	Sell	-459	Closed	-$43K	–	543
2025 Q3	$43K	Buy	+459	New	+$44.7K	0.01%	267

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Adirondack Trust Company's BRO Position: Q4 2025 in Review

Adirondack Trust Company sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 459 shares — an estimated $43K sold.

Adirondack Trust Company first reported a position in BRO in Q3 2025 and held it in 1 quarter. The position peaked at $43K in Q3 2025. 890 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Adirondack Trust Company reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Adirondack Trust Company sold 459 Brown & Brown shares in Q4 2025, an estimated $43K.
Adirondack Trust Company first reported a position in Brown & Brown in Q3 2025 and held it in 1 quarter.
Adirondack Trust Company's Brown & Brown position peaked at $43K in Q3 2025.
890 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Adirondack Trust Company's 13F filing for Q4 2025, filed 8 Jan 2026.