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Atlantic Union Bankshares’s Brown & Brown BRO Stock Holding History

Atlantic Union Bankshares’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 		$2.44K Sell
38
-194
-84% -$11.8K ﹤0.01% 1525
2026
Q1 		$15.1K Buy
232
+194
+511% +$14K ﹤0.01% 1194
2025
Q4 		$3.03K Hold
38
– – ﹤0.01% 1457
2025
Q3 		$3.56K Hold
38
– – ﹤0.01% 1417
2025
Q2 		$4.21K Buy
+38
New +$4.27K ﹤0.01% 1011

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

Atlantic Union Bankshares's BRO Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Brown & Brown (BRO) stake by 84% in Q2 2026, selling an estimated $11.8K and leaving 38 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Atlantic Union Bankshares first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.1K in Q1 2026. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Atlantic Union Bankshares held 38 shares of Brown & Brown worth $2.44K as of Q2 2026.
  • Atlantic Union Bankshares sold 194 Brown & Brown shares in Q2 2026, an estimated $11.8K.
  • Brown & Brown made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1525 holding.
  • Atlantic Union Bankshares first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's Brown & Brown position peaked at $15.1K in Q1 2026.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.