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NBT Bank’s Brown & Brown BRO Stock Holding History

NBT 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
2026
Q2 		$834 Sell
13
-23
-64% -$1.4K ﹤0.01% 999
2026
Q1 		$2.35K Sell
36
-44
-55% -$3.17K ﹤0.01% 794
2025
Q4 		$1.83K Buy
+80
New +$6.67K ﹤0.01% 762

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

NBT Bank's BRO Position: Q2 2026 in Review

NBT Bank reduced its Brown & Brown (BRO) stake by 64% in Q2 2026, selling an estimated $1.4K and leaving 13 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #999.

NBT Bank first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35K in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • NBT Bank held 13 shares of Brown & Brown worth $834 as of Q2 2026.
  • NBT Bank sold 23 Brown & Brown shares in Q2 2026, an estimated $1.4K.
  • Brown & Brown made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #999 holding.
  • NBT Bank first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • NBT Bank's Brown & Brown position peaked at $2.35K in Q1 2026.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.