Amalgamated Bank’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.27M | Sell |
50,901
-2,762
| -5% | -$168K | 0.02% | 617 |
|
|
2026
Q1 | $3.5M | Sell |
53,663
-1,470
| -3% | -$106K | 0.03% | 560 |
|
|
2025
Q4 | $4.39M | Sell |
55,133
-2,445
| -4% | -$204K | 0.03% | 469 |
|
|
2025
Q3 | $5.4M | Buy |
57,578
+7,117
| +14% | +$694K | 0.04% | 380 |
|
|
2025
Q2 | $5.59M | Sell |
50,461
-1,774
| -3% | -$199K | 0.04% | 341 |
|
|
2025
Q1 | $6.5M | Buy |
52,235
+331
| +0.6% | +$37K | 0.06% | 282 |
|
|
2024
Q4 | $5.29M | Buy |
51,904
+421
| +0.8% | +$45K | 0.04% | 363 |
|
|
2024
Q3 | $5.33M | Buy |
51,483
+1,953
| +4% | +$194K | 0.04% | 366 |
|
|
2024
Q2 | $4.43M | Sell |
49,530
-297
| -0.6% | -$25.8K | 0.04% | 477 |
|
|
2024
Q1 | $4.36M | Sell |
49,827
-15,184
| -23% | -$1.22M | 0.04% | 519 |
|
|
2023
Q4 | $4.62M | Sell |
65,011
-3,317
| -5% | -$237K | 0.04% | 514 |
|
|
2023
Q3 | $4.77M | Buy |
68,328
+3,576
| +6% | +$255K | 0.04% | 468 |
|
|
2023
Q2 | $4.46M | Sell |
64,752
-11,618
| -15% | -$739K | 0.04% | 497 |
|
|
2023
Q1 | $4.38M | Sell |
76,370
-5,304
| -6% | -$305K | 0.04% | 508 |
|
|
2022
Q4 | $4.65M | Sell |
81,674
-481
| -0.6% | -$28.1K | 0.04% | 515 |
|
|
2022
Q3 | $4.97M | Sell |
82,155
-1,301
| -2% | -$81.9K | 0.05% | 391 |
|
|
2022
Q2 | $4.87M | Buy |
83,456
+798
| +1% | +$49K | 0.05% | 428 |
|
|
2022
Q1 | $5.97M | Sell |
82,658
-3,676
| -4% | -$247K | 0.05% | 381 |
|
|
2021
Q4 | $6.07M | Buy |
86,334
+3,942
| +5% | +$254K | 0.04% | 414 |
|
|
2021
Q3 | $4.57M | Sell |
82,392
-103,118
| -56% | -$5.75M | 0.04% | 551 |
|
|
2021
Q2 | $9.86M | Buy |
185,510
+155,238
| +513% | +$7.98M | 0.08% | 217 |
|
|
2021
Q1 | $1.38M | Sell |
30,272
-2,069
| -6% | -$95K | 0.05% | 383 |
|
|
2020
Q4 | $1.53M | Buy |
32,341
+94
| +0.3% | +$4.33K | 0.06% | 341 |
|
|
2020
Q3 | $1.46M | Sell |
32,247
-202
| -0.6% | -$9.01K | 0.06% | 306 |
|
|
2020
Q2 | $1.32M | Sell |
32,449
-21,447
| -40% | -$827K | 0.06% | 303 |
|
|
2020
Q1 | $1.95M | Sell |
53,896
-1,085
| -2% | -$45.9K | 0.05% | 362 |
|
|
2019
Q4 | $2.17M | Buy |
54,981
+5,593
| +11% | +$210K | 0.04% | 463 |
|
|
2019
Q3 | $1.78M | Sell |
49,388
-89
| -0.2% | -$3.18K | 0.04% | 493 |
|
|
2019
Q2 | $1.66M | Buy |
49,477
+2,427
| +5% | +$76.9K | 0.04% | 500 |
|
|
2019
Q1 | $1.39M | Buy |
47,050
+949
| +2% | +$27.1K | 0.03% | 573 |
|
|
2018
Q4 | $1.27M | Buy |
46,101
+798
| +2% | +$22.6K | 0.04% | 532 |
|
|
2018
Q3 | $1.34M | Sell |
45,303
-1,263
| -3% | -$37.5K | 0.03% | 536 |
|
|
2018
Q2 | $1.29M | Buy |
46,566
+389
| +0.8% | +$10.6K | 0.03% | 620 |
|
|
2018
Q1 | $1.18M | Sell |
46,177
-1,185
| -3% | -$31K | 0.03% | 625 |
|
|
2017
Q4 | $1.22M | Buy |
47,362
+2,644
| +6% | +$66.4K | 0.03% | 620 |
|
|
2017
Q3 | $1.08M | Sell |
44,718
-1,234
| -3% | -$27.7K | 0.03% | 616 |
|
|
2017
Q2 | $990K | Buy |
45,952
+9,070
| +25% | +$194K | 0.03% | 657 |
|
|
2017
Q1 | $769K | Buy |
36,882
+512
| +1% | +$11.1K | 0.04% | 585 |
|
|
2016
Q4 | $816K | Buy |
36,370
+4,216
| +13% | +$85.7K | 0.04% | 590 |
|
|
2016
Q3 | $606K | Buy |
32,154
+18
| +0.1% | +$333 | 0.04% | 641 |
|
|
2016
Q2 | $591K | Buy |
32,136
+4,120
| +15% | +$73.2K | 0.03% | 657 |
|
|
2016
Q1 | $501K | Buy |
28,016
+2,392
| +9% | +$38.4K | 0.05% | 536 |
|
|
2015
Q4 | $411K | Sell |
25,624
-1,688
| -6% | -$27K | 0.05% | 556 |
|
|
2015
Q3 | $423K | Buy |
27,312
+276
| +1% | +$4.53K | 0.04% | 613 |
|
|
2015
Q2 | $444K | Buy |
+27,036
| New | +$442K | 0.04% | 646 |
|
|
2014
Q2 | – | Sell |
-16,064
| Closed | -$247K | – | 877 |
|
|
2014
Q1 | $247K | Sell |
16,064
-146
| -0.9% | -$2.24K | 0.04% | 663 |
|
|
2013
Q4 | $254K | Buy |
+16,210
| New | +$257K | 0.04% | 644 |
|
Other funds holding BRO
FAM
TIA
Amalgamated Bank's BRO Position: Q2 2026 in Review
Amalgamated Bank reduced its Brown & Brown (BRO) stake by 5.1% in Q2 2026, selling an estimated $168K and leaving 50,901 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #617.
Amalgamated Bank first reported a position in BRO in Q4 2013 and has held it in 47 quarters since. The position peaked at $9.86M in Q2 2021. 415 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Amalgamated Bank held 50,901 shares of Brown & Brown worth $3.27M as of Q2 2026.
- Amalgamated Bank sold 2,762 Brown & Brown shares in Q2 2026, an estimated $168K.
- Brown & Brown made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #617 holding.
- Amalgamated Bank first reported a position in Brown & Brown in Q4 2013 and has held it in 47 quarters since.
- Amalgamated Bank's Brown & Brown position peaked at $9.86M in Q2 2021.
- 415 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.