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Parkside Financial Bank & Trust’s Brown & Brown BRO Stock Holding History

Parkside Financial 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 		$82.6K Buy
1,288
+364
+39% +$22.2K 0.01% 822
2026
Q1 		$60.3K Buy
924
+99
+12% +$7.14K ﹤0.01% 884
2025
Q4 		$65.8K Sell
825
-37
-4% -$3.09K ﹤0.01% 858
2025
Q3 		$80.8K Buy
862
+79
+10% +$7.7K 0.01% 743
2025
Q2 		$86.8K Buy
783
+9
+1% +$1.01K 0.01% 707
2025
Q1 		$96.3K Sell
774
-3
-0.4% -$335 0.01% 595
2024
Q4 		$79.3K Sell
777
-12
-2% -$1.28K 0.01% 660
2024
Q3 		$81.7K Sell
789
-174
-18% -$17.3K 0.01% 612
2024
Q2 		$86.1K Buy
963
+170
+21% +$14.8K 0.01% 563
2024
Q1 		$69.4K Buy
793
+159
+25% +$12.8K 0.01% 637
2023
Q4 		$45.1K Sell
634
-103
-14% -$7.36K 0.01% 723
2023
Q3 		$51.5K Buy
737
+26
+4% +$1.85K 0.01% 604
2023
Q2 		$48.9K Buy
711
+13
+2% +$827 0.01% 621
2023
Q1 		$40.1K Sell
698
-207
-23% -$11.9K 0.01% 665
2022
Q4 		$51.6K Buy
905
+391
+76% +$22.9K 0.01% 555
2022
Q3 		$31K Buy
514
+15
+3% +$944 0.01% 650
2022
Q2 		$29K Buy
499
+360
+259% +$22.1K 0.01% 701
2022
Q1 		$10K Buy
139
+38
+38% +$2.55K ﹤0.01% 1015
2021
Q4 		$7K Hold
101
– – ﹤0.01% 1146
2021
Q3 		$6K Buy
101
+24
+31% +$1.34K ﹤0.01% 1147
2021
Q2 		$4K Buy
77
+6
+8% +$309 ﹤0.01% 1298
2021
Q1 		$3K Buy
71
+4
+6% +$184 ﹤0.01% 1351
2020
Q4 		$3K Buy
67
+30
+81% +$1.38K ﹤0.01% 1274
2020
Q3 		$1K Buy
+37
New +$1.65K ﹤0.01% 1290

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

Parkside Financial Bank & Trust's BRO Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Brown & Brown (BRO) stake by 39% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,288 shares worth $82.6K. The position accounts for 0.01% of the portfolio, ranked #822.

Parkside Financial Bank & Trust first reported a position in BRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $96.3K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Parkside Financial Bank & Trust held 1,288 shares of Brown & Brown worth $82.6K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 364 Brown & Brown shares in Q2 2026, an estimated $22.2K.
  • Brown & Brown made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #822 holding.
  • Parkside Financial Bank & Trust first reported a position in Brown & Brown in Q3 2020 and has held it in 24 quarters since.
  • Parkside Financial Bank & Trust's Brown & Brown position peaked at $96.3K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.