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Hickory Point Bank & Trust’s Brown & Brown BRO Stock Holding History

Hickory Point 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
Q2 		$9.94K Hold
155
– – 0.01% 352
2026
Q1 		$10.1K Buy
+155
New +$11.2K 0.01% 353

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Hickory Point Bank & Trust's BRO Position: Q2 2026 in Review

Hickory Point Bank & Trust held its Brown & Brown (BRO) position steady in Q2 2026 at 155 shares worth $9.94K. The position accounts for 0.01% of the portfolio, ranked #352.

Hickory Point Bank & Trust first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.1K in Q1 2026. 294 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Hickory Point Bank & Trust held 155 shares of Brown & Brown worth $9.94K as of Q2 2026.
  • Hickory Point Bank & Trust left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.01% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #352 holding.
  • Hickory Point Bank & Trust first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • Hickory Point Bank & Trust's Brown & Brown position peaked at $10.1K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.