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Crews Bank & Trust’s Brown & Brown BRO Stock Holding History

Crews Bank & 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
Q1 		– Sell
-655
Closed -$52.2K – 674
2025
Q4 		$52.2K Hold
655
– – 0.01% 351
2025
Q3 		$61.4K Hold
655
– – 0.01% 339
2025
Q2 		$72.6K Hold
655
– – 0.01% 317
2025
Q1 		$81.5K Hold
655
– – 0.01% 296
2024
Q4 		$66.8K Buy
+655
New +$69.9K 0.01% 315

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Crews Bank & Trust's BRO Position: Q1 2026 in Review

Crews Bank & Trust sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 655 shares — an estimated $52.2K sold.

Crews Bank & Trust first reported a position in BRO in Q4 2024 and held it in 5 quarters. The position peaked at $81.5K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Crews Bank & Trust reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Crews Bank & Trust sold 655 Brown & Brown shares in Q1 2026, an estimated $52.2K.
  • Crews Bank & Trust first reported a position in Brown & Brown in Q4 2024 and held it in 5 quarters.
  • Crews Bank & Trust's Brown & Brown position peaked at $81.5K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Crews Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.