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Mechanics Bank - Trust Department’s Brown & Brown BRO Stock Holding History

Mechanics Bank - Trust Department’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
-2,715
Closed -$216K – 203
2025
Q4 		$216K Hold
2,715
– – 0.03% 196
2025
Q3 		$255K Buy
2,715
+700
+35% +$68.2K 0.04% 189
2025
Q2 		$223K Hold
2,015
– – 0.03% 206
2025
Q1 		$251K Hold
2,015
– – 0.03% 205
2024
Q4 		$206K Buy
+2,015
New +$215K 0.03% 213

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Mechanics Bank - Trust Department's BRO Position: Q1 2026 in Review

Mechanics Bank - Trust Department sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,715 shares — an estimated $216K sold.

Mechanics Bank - Trust Department first reported a position in BRO in Q4 2024 and held it in 5 quarters. The position peaked at $255K in Q3 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Mechanics Bank - Trust Department reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 2,715 Brown & Brown shares in Q1 2026, an estimated $216K.
  • Mechanics Bank - Trust Department first reported a position in Brown & Brown in Q4 2024 and held it in 5 quarters.
  • Mechanics Bank - Trust Department's Brown & Brown position peaked at $255K in Q3 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q1 2026, filed 9 Apr 2026.