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Boston Trust Walden’s Brown & Brown BRO Stock Holding History

Boston Trust Walden’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 		$5.51M Sell
85,939
-18,236
-18% -$1.11M 0.04% 224
2026
Q1 		$6.79M Buy
104,175
+17,881
+21% +$1.29M 0.06% 222
2025
Q4 		$6.88M Buy
86,294
+18,627
+28% +$1.55M 0.05% 215
2025
Q3 		$6.35M Buy
67,667
+725
+1% +$70.7K 0.05% 216
2025
Q2 		$7.42M Sell
66,942
-831
-1% -$93.4K 0.05% 217
2025
Q1 		$8.43M Sell
67,773
-545
-0.8% -$60.9K 0.06% 211
2024
Q4 		$6.97M Sell
68,318
-31,161
-31% -$3.33M 0.05% 220
2024
Q3 		$10.3M Sell
99,479
-1,079
-1% -$107K 0.07% 203
2024
Q2 		$8.99M Buy
100,558
+315
+0.3% +$27.3K 0.07% 203
2024
Q1 		$8.78M Sell
100,243
-31,834
-24% -$2.56M 0.06% 203
2023
Q4 		$9.39M Buy
132,077
+1,284
+1% +$91.8K 0.07% 196
2023
Q3 		$9.13M Sell
130,793
-340
-0.3% -$24.2K 0.08% 198
2023
Q2 		$9.03M Buy
131,133
+8,295
+7% +$528K 0.07% 202
2023
Q1 		$7.05M Buy
122,838
+23,240
+23% +$1.34M 0.06% 215
2022
Q4 		$5.67M Buy
99,598
+12,575
+14% +$735K 0.05% 224
2022
Q3 		$5.26M Sell
87,023
-389,798
-82% -$24.5M 0.05% 223
2022
Q2 		$27.8M Sell
476,821
-88,150
-16% -$5.41M 0.26% 135
2022
Q1 		$40.8M Sell
564,971
-46,346
-8% -$3.11M 0.34% 105
2021
Q4 		$43M Sell
611,317
-6,198
-1% -$400K 0.35% 103
2021
Q3 		$34.2M Buy
617,515
+125,412
+25% +$6.99M 0.3% 121
2021
Q2 		$26.2M Buy
492,103
+31,677
+7% +$1.63M 0.23% 153
2021
Q1 		$21M Buy
460,426
+118,473
+35% +$5.44M 0.2% 162
2020
Q4 		$16.2M Buy
341,953
+1,102
+0.3% +$50.7K 0.17% 173
2020
Q3 		$15.4M Buy
340,851
+3,241
+1% +$145K 0.19% 163
2020
Q2 		$13.8M Sell
337,610
-32,408
-9% -$1.25M 0.19% 169
2020
Q1 		$13.4M Sell
370,018
-96,061
-21% -$4.06M 0.21% 145
2019
Q4 		$18.4M Sell
466,079
-29,246
-6% -$1.1M 0.21% 149
2019
Q3 		$17.9M Buy
495,325
+37,950
+8% +$1.36M 0.22% 138
2019
Q2 		$15.3M Buy
457,375
+1,201
+0.3% +$38.1K 0.2% 149
2019
Q1 		$13.5M Buy
456,174
+12,089
+3% +$345K 0.18% 162
2018
Q4 		$12.2M Buy
444,085
+28,704
+7% +$812K 0.19% 153
2018
Q3 		$12.3M Buy
415,381
+7,591
+2% +$226K 0.17% 166
2018
Q2 		$11.3M Buy
407,790
+20,585
+5% +$560K 0.17% 175
2018
Q1 		$9.85M Sell
387,205
-4,563
-1% -$119K 0.15% 184
2017
Q4 		$10.1M Sell
391,768
-5,186
-1% -$130K 0.15% 183
2017
Q3 		$9.56M Buy
396,954
+340
+0.1% +$7.63K 0.15% 187
2017
Q2 		$8.54M Buy
396,614
+11,876
+3% +$255K 0.14% 184
2017
Q1 		$8.03M Sell
384,738
-4,322
-1% -$93.5K 0.13% 193
2016
Q4 		$8.73M Buy
389,060
+13,460
+4% +$274K 0.14% 185
2016
Q3 		$7.08M Sell
375,600
-4,344
-1% -$80.4K 0.12% 198
2016
Q2 		$7.12M Sell
379,944
-7,968
-2% -$142K 0.12% 194
2016
Q1 		$6.94M Buy
387,912
+46,156
+14% +$741K 0.12% 200
2015
Q4 		$5.49M Sell
341,756
-202,364
-37% -$3.24M 0.1% 210
2015
Q3 		$8.43M Sell
544,120
-314
-0.1% -$5.15K 0.14% 200
2015
Q2 		$8.95M Buy
544,434
+25,646
+5% +$419K 0.14% 198
2015
Q1 		$8.59M Buy
518,788
+89,120
+21% +$1.44M 0.13% 190
2014
Q4 		$7.07M Buy
429,668
+16,122
+4% +$259K 0.11% 196
2014
Q3 		$6.65M Buy
+413,546
New +$6.55M 0.1% 196

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Boston Trust Walden's BRO Position: Q2 2026 in Review

Boston Trust Walden reduced its Brown & Brown (BRO) stake by 18% in Q2 2026, selling an estimated $1.11M and leaving 85,939 shares worth $5.51M. The position accounts for 0.04% of the portfolio, ranked #224.

Boston Trust Walden first reported a position in BRO in Q3 2014 and has held it in 48 quarters since. The position peaked at $43M in Q4 2021. 275 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Boston Trust Walden held 85,939 shares of Brown & Brown worth $5.51M as of Q2 2026.
  • Boston Trust Walden sold 18,236 Brown & Brown shares in Q2 2026, an estimated $1.11M.
  • Brown & Brown made up 0.04% of Boston Trust Walden's portfolio in Q2 2026, its #224 holding.
  • Boston Trust Walden first reported a position in Brown & Brown in Q3 2014 and has held it in 48 quarters since.
  • Boston Trust Walden's Brown & Brown position peaked at $43M in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.