Intrust Bank’s Brown & Brown BRO Stock Holding History

Intrust Bank’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
2025 Q4	–	Sell	-2,755	Closed	-$258K	–	393
2025 Q3	$258K	Sell	2,755 -858	-24%	-$83.6K	0.02%	355
2025 Q2	$401K	Buy	3,613 +241	+7%	+$27.1K	0.04%	292
2025 Q1	$419K	Buy	3,372 +333	+11%	+$37.2K	0.04%	268
2024 Q4	$310K	Buy	3,039 +661	+28%	+$70.6K	0.03%	325
2024 Q3	$246K	Buy	+2,378	New	+$236K	0.02%	355

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Intrust Bank's BRO Position: Q4 2025 in Review

Intrust Bank sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 2,755 shares — an estimated $258K sold.

Intrust Bank first reported a position in BRO in Q3 2024 and held it in 5 quarters. The position peaked at $419K in Q1 2025. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Intrust Bank reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Intrust Bank sold 2,755 Brown & Brown shares in Q4 2025, an estimated $258K.
Intrust Bank first reported a position in Brown & Brown in Q3 2024 and held it in 5 quarters.
Intrust Bank's Brown & Brown position peaked at $419K in Q1 2025.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Intrust Bank's 13F filing for Q4 2025, filed 6 Feb 2026.