First Merchants Corp’s Brown & Brown BRO Stock Holding History

First Merchants Corp’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	$5.67M	Sell	88,371 -3,982	-4%	-$243K	0.2%	107
2026 Q1	$6.02M	Buy	92,353 +1,607	+2%	+$116K	0.23%	105
2025 Q4	$7.23M	Sell	90,746 -1,158	-1%	-$96.6K	0.27%	89
2025 Q3	$8.62M	Buy	91,904 +849	+0.9%	+$82.7K	0.32%	77
2025 Q2	$10.1M	Sell	91,055 -858	-0.9%	-$96.4K	0.39%	67
2025 Q1	$11.4M	Buy	91,913 +1,614	+2%	+$180K	0.46%	58
2024 Q4	$9.21M	Buy	90,299 +561	+0.6%	+$59.9K	0.35%	75
2024 Q3	$9.3M	Buy	89,738 +57,988	+183%	+$5.77M	0.36%	75
2024 Q2	$2.84M	Buy	31,750 +338	+1%	+$29.3K	0.11%	155
2024 Q1	$2.75M	Sell	31,412 -1,326	-4%	-$107K	0.21%	113
2023 Q4	$2.33M	Sell	32,738 -380	-1%	-$27.2K	0.19%	117
2023 Q3	$2.31M	Sell	33,118 -950	-3%	-$67.8K	0.21%	120
2023 Q2	$2.35M	Sell	34,068 -340	-1%	-$21.6K	0.2%	121
2023 Q1	$1.98M	Sell	34,408 -1,098	-3%	-$63.1K	0.18%	132
2022 Q4	$2.02M	Buy	35,506 +390	+1%	+$22.8K	0.19%	130
2022 Q3	$2.12M	Sell	35,116 -567	-2%	-$35.7K	0.21%	128
2022 Q2	$2.08M	Sell	35,683 -930	-3%	-$57.1K	0.21%	131
2022 Q1	$2.65M	Sell	36,613 -2,165	-6%	-$145K	0.22%	124
2021 Q4	$2.73M	Sell	38,778 -705	-2%	-$45.5K	0.21%	122
2021 Q3	$2.19M	Sell	39,483 -801	-2%	-$44.6K	0.14%	136
2021 Q2	$2.14M	Sell	40,284 -876	-2%	-$45K	0.14%	139
2021 Q1	$1.88M	Sell	41,160 -1,036	-2%	-$47.5K	0.13%	142
2020 Q4	$2M	Sell	42,196 -1,479	-3%	-$68.1K	0.14%	135
2020 Q3	$1.98M	Sell	43,675 -1,579	-3%	-$70.4K	0.15%	127
2020 Q2	$1.84M	Sell	45,254 -1,976	-4%	-$76.2K	0.16%	128
2020 Q1	$1.71M	Sell	47,230 -300	-0.6%	-$12.7K	0.22%	123
2019 Q4	$1.88M	Sell	47,530 -1,910	-4%	-$71.7K	0.19%	132
2019 Q3	$1.78M	Sell	49,440 -4,157	-8%	-$149K	0.19%	134
2019 Q2	$1.8M	Sell	53,597 -1,497	-3%	-$47.5K	0.29%	108
2019 Q1	$1.63M	Sell	55,094 -6,254	-10%	-$179K	0.26%	110
2018 Q4	$1.69M	Sell	61,348 -21,637	-26%	-$612K	0.32%	98
2018 Q3	$2.45M	Sell	82,985 -7,233	-8%	-$215K	0.4%	80
2018 Q2	$2.5M	Buy	90,218 +44,855	+99%	+$1.22M	0.44%	78
2018 Q1	$1.15M	Sell	45,363 -56,663	-56%	-$1.48M	0.19%	123
2017 Q4	$2.63M	Sell	102,026 -3,326	-3%	-$83.5K	0.45%	72
2017 Q3	$2.54M	Sell	105,352 -1,590	-1%	-$35.7K	0.44%	75
2017 Q2	$2.3M	Sell	106,942 -1,200	-1%	-$25.7K	0.64%	59
2017 Q1	$2.26M	Sell	108,142 -44,680	-29%	-$966K	0.63%	58
2016 Q4	$3.43M	Buy	152,822 +5,692	+4%	+$116K	1.02%	31
2016 Q3	$2.77M	Sell	147,130 -1,304	-0.9%	-$24.1K	0.89%	39
2016 Q2	$2.78M	Buy	148,434 +42,466	+40%	+$754K	0.92%	39
2016 Q1	$1.9M	Buy	105,968 +1,562	+1%	+$25.1K	0.67%	55
2015 Q4	$1.68M	Sell	104,406 -35,106	-25%	-$562K	0.59%	63
2015 Q3	$2.16M	Buy	139,512 +6,074	+5%	+$99.6K	0.77%	47
2015 Q2	$2.19M	Buy	133,438 +3,688	+3%	+$60.3K	0.68%	54
2015 Q1	$2.15M	Buy	129,750 +538	+0.4%	+$8.69K	0.66%	54
2014 Q4	$2.13M	Buy	129,212 +9,380	+8%	+$151K	0.67%	56
2014 Q3	$1.93M	Buy	119,832 +15,186	+15%	+$240K	0.62%	65
2014 Q2	$1.61M	Buy	104,646 +63,888	+157%	+$960K	0.5%	72
2014 Q1	$627K	Buy	+40,758	New	+$626K	0.2%	107

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

First Merchants Corp's BRO Position: Q2 2026 in Review

First Merchants Corp reduced its Brown & Brown (BRO) stake by 4.3% in Q2 2026, selling an estimated $243K and leaving 88,371 shares worth $5.67M. The position accounts for 0.2% of the portfolio, ranked #107.

First Merchants Corp first reported a position in BRO in Q1 2014 and has held it in 50 quarters since. The position peaked at $11.4M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

First Merchants Corp held 88,371 shares of Brown & Brown worth $5.67M as of Q2 2026.
First Merchants Corp sold 3,982 Brown & Brown shares in Q2 2026, an estimated $243K.
Brown & Brown made up 0.2% of First Merchants Corp's portfolio in Q2 2026, its #107 holding.
First Merchants Corp first reported a position in Brown & Brown in Q1 2014 and has held it in 50 quarters since.
First Merchants Corp's Brown & Brown position peaked at $11.4M in Q1 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.