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Greenleaf Trust’s Brown & Brown BRO Stock Holding History

Greenleaf 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 		$478K Sell
7,459
-6,226
-45% -$380K ﹤0.01% 526
2026
Q1 		$892K Sell
13,685
-1,463
-10% -$105K 0.01% 365
2025
Q4 		$1.21M Buy
15,148
+208
+1% +$17.4K 0.01% 285
2025
Q3 		$1.4M Sell
14,940
-284
-2% -$27.7K 0.01% 256
2025
Q2 		$1.69M Sell
15,224
-217
-1% -$24.4K 0.01% 226
2025
Q1 		$1.92M Sell
15,441
-34
-0.2% -$3.8K 0.02% 207
2024
Q4 		$1.58M Buy
15,475
+139
+0.9% +$14.8K 0.01% 235
2024
Q3 		$1.59M Buy
15,336
+11,411
+291% +$1.13M 0.01% 236
2024
Q2 		$351K Buy
3,925
+115
+3% +$9.98K ﹤0.01% 570
2024
Q1 		$334K Buy
3,810
+69
+2% +$5.55K ﹤0.01% 576
2023
Q4 		$266K Sell
3,741
-269
-7% -$19.2K ﹤0.01% 630
2023
Q3 		$280K Buy
4,010
+623
+18% +$44.4K ﹤0.01% 605
2023
Q2 		$233K Buy
+3,387
New +$215K ﹤0.01% 677
2022
Q4 		– Sell
-3,490
Closed -$211K – 750
2022
Q3 		$211K Buy
+3,490
New +$220K ﹤0.01% 653
2022
Q2 		– Sell
-2,776
Closed -$201K – 726
2022
Q1 		$201K Buy
+2,776
New +$186K ﹤0.01% 729

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

Greenleaf Trust's BRO Position: Q2 2026 in Review

Greenleaf Trust reduced its Brown & Brown (BRO) stake by 45% in Q2 2026, selling an estimated $380K and leaving 7,459 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Greenleaf Trust first reported a position in BRO in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Greenleaf Trust held 7,459 shares of Brown & Brown worth $478K as of Q2 2026.
  • Greenleaf Trust sold 6,226 Brown & Brown shares in Q2 2026, an estimated $380K.
  • Brown & Brown made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #526 holding.
  • Greenleaf Trust first reported a position in Brown & Brown in Q1 2022 and has held it in 15 quarters since.
  • Greenleaf Trust's Brown & Brown position peaked at $1.92M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.