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Fiduciary Trust’s Brown & Brown BRO Stock Holding History

Fiduciary 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 		$866K Sell
13,507
-5,752
-30% -$351K 0.01% 445
2026
Q1 		$1.26M Sell
19,259
-1,318
-6% -$95K 0.01% 376
2025
Q4 		$1.64M Buy
20,577
+764
+4% +$63.7K 0.02% 322
2025
Q3 		$1.86M Sell
19,813
-190
-0.9% -$18.5K 0.02% 294
2025
Q2 		$2.22M Buy
20,003
+2,681
+15% +$301K 0.03% 267
2025
Q1 		$2.15M Buy
17,322
+2,072
+14% +$232K 0.03% 261
2024
Q4 		$1.56M Buy
15,250
+1,114
+8% +$119K 0.02% 286
2024
Q3 		$1.46M Buy
14,136
+1,732
+14% +$172K 0.02% 305
2024
Q2 		$1.11M Buy
12,404
+3,087
+33% +$268K 0.02% 326
2024
Q1 		$816K Hold
9,317
– – 0.01% 378
2023
Q4 		$663K Sell
9,317
-8
-0.1% -$572 0.01% 397
2023
Q3 		$651K Buy
9,325
+394
+4% +$28.1K 0.01% 384
2023
Q2 		$615K Buy
8,931
+2
+0% +$127 0.01% 409
2023
Q1 		$513K Buy
8,929
+3
+0% +$172 0.01% 436
2022
Q4 		$509K Sell
8,926
-34
-0.4% -$1.99K 0.01% 444
2022
Q3 		$542K Buy
8,960
+56
+0.6% +$3.52K 0.01% 422
2022
Q2 		$519K Hold
8,904
– – 0.01% 446
2022
Q1 		$643K Hold
8,904
– – 0.01% 426
2021
Q4 		$626K Hold
8,904
– – 0.01% 435
2021
Q3 		$494K Hold
8,904
– – 0.01% 477
2021
Q2 		$473K Hold
8,904
– – 0.01% 473
2021
Q1 		$407K Hold
8,904
– – 0.01% 480
2020
Q4 		$422K Hold
8,904
– – 0.01% 452
2020
Q3 		$403K Hold
8,904
– – 0.01% 437
2020
Q2 		$363K Hold
8,904
– – 0.01% 426
2020
Q1 		$323K Hold
8,904
– – 0.01% 408
2019
Q4 		$352K Buy
+8,904
New +$334K 0.01% 428

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

Fiduciary Trust's BRO Position: Q2 2026 in Review

Fiduciary Trust reduced its Brown & Brown (BRO) stake by 30% in Q2 2026, selling an estimated $351K and leaving 13,507 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #445.

Fiduciary Trust first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.22M in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Fiduciary Trust held 13,507 shares of Brown & Brown worth $866K as of Q2 2026.
  • Fiduciary Trust sold 5,752 Brown & Brown shares in Q2 2026, an estimated $351K.
  • Brown & Brown made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #445 holding.
  • Fiduciary Trust first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
  • Fiduciary Trust's Brown & Brown position peaked at $2.22M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.