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First United Bank & Trust’s Brown & Brown BRO Stock Holding History

First United 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
-19
Closed -$1.51K – 399
2025
Q4 		$1.51K Sell
19
-34
-64% -$2.84K ﹤0.01% 385
2025
Q3 		$4.97K Buy
53
+34
+179% +$3.31K ﹤0.01% 373
2025
Q2 		$2.11K Hold
19
– – ﹤0.01% 370
2025
Q1 		$2.36K Buy
+19
New +$2.12K ﹤0.01% 378

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 $3.38T AUM 44.17% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

First United Bank & Trust sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 19 shares — an estimated $1.51K sold.

First United Bank & Trust first reported a position in BRO in Q1 2025 and held it in 4 quarters. The position peaked at $4.97K in Q3 2025. 816 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • First United Bank & Trust reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • First United Bank & Trust sold 19 Brown & Brown shares in Q1 2026, an estimated $1.51K.
  • First United Bank & Trust first reported a position in Brown & Brown in Q1 2025 and held it in 4 quarters.
  • First United Bank & Trust's Brown & Brown position peaked at $4.97K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.