First National Bank of Omaha’s Brown & Brown BRO Stock Holding History

First National Bank of Omaha’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	–	Sell	-4,516	Closed	-$294K	–	509
2026 Q1	$294K	Sell	4,516 -36,467	-89%	-$2.63M	0.01%	460
2025 Q4	$3.27M	Sell	40,983 -768	-2%	-$64.1K	0.1%	211
2025 Q3	$3.92M	Sell	41,751 -1,924	-4%	-$188K	0.25%	107
2025 Q2	$4.84M	Sell	43,675 -1,721	-4%	-$193K	0.31%	89
2025 Q1	$5.65M	Sell	45,396 -4,599	-9%	-$514K	0.39%	78
2024 Q4	$5.1M	Sell	49,995 -4,431	-8%	-$473K	0.33%	87
2024 Q3	$5.64M	Sell	54,426 -3,761	-6%	-$374K	0.36%	86
2024 Q2	$5.2M	Buy	58,187 +12,791	+28%	+$1.11M	0.34%	92
2024 Q1	$5.65M	Sell	45,396 -43,022	-49%	-$3.46M	0.39%	78
2023 Q4	$6.29M	Sell	88,418 -11,091	-11%	-$793K	0.4%	82
2023 Q3	$6.95M	Sell	99,509 -33,411	-25%	-$2.38M	0.45%	70
2023 Q2	$9.15M	Sell	132,920 -1,588	-1%	-$101K	0.53%	58
2023 Q1	$7.72M	Buy	134,508 +10,527	+8%	+$605K	0.47%	70
2022 Q4	$7.06M	Buy	123,981 +20,455	+20%	+$1.2M	0.44%	74
2022 Q3	$6.26M	Sell	103,526 -2,241	-2%	-$141K	0.41%	78
2022 Q2	$6.17M	Buy	105,767 +904	+0.9%	+$55.5K	0.37%	85
2022 Q1	$7.58M	Buy	104,863 +17,382	+20%	+$1.17M	0.39%	81
2021 Q4	$6.15M	Buy	+87,481	New	+$5.64M	0.29%	110

Other funds holding BRO

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

First National Bank of Omaha's BRO Position: Q2 2026 in Review

First National Bank of Omaha sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 4,516 shares — an estimated $294K sold.

First National Bank of Omaha first reported a position in BRO in Q4 2021 and held it in 18 quarters. The position peaked at $9.15M in Q2 2023. 414 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

First National Bank of Omaha reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
First National Bank of Omaha sold 4,516 Brown & Brown shares in Q2 2026, an estimated $294K.
First National Bank of Omaha first reported a position in Brown & Brown in Q4 2021 and held it in 18 quarters.
First National Bank of Omaha's Brown & Brown position peaked at $9.15M in Q2 2023.
414 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.