Riverview Trust Company’s Brown & Brown BRO Stock Holding History

Riverview Trust Company’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 Q1	–	Sell	-10	Closed	-$1.02K	–	628
2024 Q4	$1.02K	Hold	10	–	–	﹤0.01%	632
2024 Q3	$1.04K	Buy	+10	New	+$995	﹤0.01%	622
2022 Q4	–	Sell	-224	Closed	-$14K	–	730
2022 Q3	$14K	Hold	224	–	–	0.01%	452
2022 Q2	$13K	Buy	+224	New	+$13.7K	0.01%	541

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Riverview Trust Company's BRO Position: Q1 2025 in Review

Riverview Trust Company sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 10 shares — an estimated $1.02K sold.

Riverview Trust Company first reported a position in BRO in Q2 2022 and held it in 4 quarters. The position peaked at $14K in Q3 2022. 911 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

Riverview Trust Company reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
Riverview Trust Company sold 10 Brown & Brown shares in Q1 2025, an estimated $1.02K.
Riverview Trust Company first reported a position in Brown & Brown in Q2 2022 and held it in 4 quarters.
Riverview Trust Company's Brown & Brown position peaked at $14K in Q3 2022.
911 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.