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Arlington Trust’s Brown & Brown BRO Stock Holding History

Arlington Trust’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 		$257 Hold
4
– – ﹤0.01% 820
2026
Q1 		$261 Buy
+4
New +$288 ﹤0.01% 816
2024
Q2 		– Sell
-87
Closed -$7.62K – 541
2024
Q1 		$7.62K Hold
87
– – ﹤0.01% 400
2023
Q4 		$6.19K Buy
+87
New +$6.22K ﹤0.01% 448

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Arlington Trust's BRO Position: Q2 2026 in Review

Arlington Trust held its Brown & Brown (BRO) position steady in Q2 2026 at 4 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Arlington Trust first reported a position in BRO in Q4 2023 and has held it in 4 quarters since. The position peaked at $7.62K in Q1 2024. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Arlington Trust held 4 shares of Brown & Brown worth $257 as of Q2 2026.
  • Arlington Trust left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #820 holding.
  • Arlington Trust first reported a position in Brown & Brown in Q4 2023 and has held it in 4 quarters since.
  • Arlington Trust's Brown & Brown position peaked at $7.62K in Q1 2024.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.