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Dorsey & Whitney Trust’s Brown & Brown BRO Stock Holding History

Dorsey & Whitney 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 		$310K Buy
+4,828
New +$295K 0.02% 580
2025
Q1 		– Sell
-2,716
Closed -$277K – 666
2024
Q4 		$277K Sell
2,716
-92
-3% -$9.82K 0.02% 546
2024
Q3 		$291K Buy
+2,808
New +$279K 0.02% 529

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 $60.8B AUM 26.63% 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

Dorsey & Whitney Trust's BRO Position: Q2 2026 in Review

Dorsey & Whitney Trust opened a new position in Brown & Brown (BRO) in Q2 2026: 4,828 shares worth $310K. The stake represents 0.02% of the portfolio and ranks #580 among its holdings. This is a return to the name: Dorsey & Whitney Trust previously reported a position in BRO as recently as Q4 2024.

Dorsey & Whitney Trust first reported a position in BRO in Q3 2024 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Dorsey & Whitney Trust held 4,828 shares of Brown & Brown worth $310K as of Q2 2026.
  • Brown & Brown was a new Dorsey & Whitney Trust position in Q2 2026.
  • Brown & Brown made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #580 holding.
  • Dorsey & Whitney Trust first reported a position in Brown & Brown in Q3 2024 and has held it in 3 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.