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Orrstown Financial Services’s Brown & Brown BRO Stock Holding History

Orrstown Financial Services’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
Q2 		– Sell
-1,632
Closed -$203K – 143
2025
Q1 		$203K Buy
+1,632
New +$182K 0.05% 126
2022
Q1 		$830K Sell
11,480
-1,539
-12% -$103K 1.55% 23
2021
Q4 		$904K Sell
13,019
-1,582
-11% -$102K 1.38% 25
2021
Q3 		$810K Sell
14,601
-2,551
-15% -$142K 1.28% 31
2021
Q2 		$918K Sell
17,152
-610
-3% -$31.4K 1.33% 30
2021
Q1 		$826K Sell
17,762
-43
-0.2% -$1.97K 1.17% 39
2020
Q4 		$844K Sell
17,805
-1,638
-8% -$75.4K 1.25% 35
2020
Q3 		$874K Sell
19,443
-2,812
-13% -$125K 1.37% 27
2020
Q2 		$907K Sell
22,255
-509
-2% -$19.6K 1.49% 24
2020
Q1 		$825K Sell
22,764
-338
-1% -$14.3K 1.19% 24
2019
Q4 		$938K Sell
23,102
-1,065
-4% -$40K 1.34% 34
2019
Q3 		$891K Hold
24,167
– – 1.19% 38
2019
Q2 		$809K Buy
24,167
+1,720
+8% +$54.5K 1.1% 41
2019
Q1 		$662K Buy
22,447
+21,627
+2,637% +$618K 0.93% 51
2018
Q4 		$23K Hold
820
– – 0.03% 140
2018
Q3 		$24K Hold
820
– – 0.03% 144
2018
Q2 		$23K Buy
820
+290
+55% +$7.9K 0.03% 181
2018
Q1 		$13K Sell
530
-290
-35% -$7.58K 0.02% 215
2017
Q4 		$21K Hold
820
– – 0.02% 190
2017
Q3 		$20K Hold
820
– – 0.02% 198
2017
Q2 		$18K Buy
820
+190
+30% +$4.07K 0.02% 194
2017
Q1 		$13K Buy
630
+190
+43% +$4.11K 0.01% 208
2016
Q4 		$10K Hold
440
– – 0.01% 184
2016
Q3 		$8K Buy
440
+300
+214% +$5.55K 0.01% 194
2016
Q2 		$3K Buy
+140
New +$2.49K ﹤0.01% 223

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orrstown Financial Services's BRO Position: Q2 2025 in Review

Orrstown Financial Services sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 1,632 shares — an estimated $203K sold.

Orrstown Financial Services first reported a position in BRO in Q2 2016 and held it in 25 quarters. The position peaked at $938K in Q4 2019. 930 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • Orrstown Financial Services reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • Orrstown Financial Services sold 1,632 Brown & Brown shares in Q2 2025, an estimated $203K.
  • Orrstown Financial Services first reported a position in Brown & Brown in Q2 2016 and held it in 25 quarters.
  • Orrstown Financial Services's Brown & Brown position peaked at $938K in Q4 2019.
  • 930 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Orrstown Financial Services's 13F filing for Q2 2025, filed 11 Jul 2025.