Tompkins Financial’s Brown & Brown BRO Stock Holding History

Tompkins Financial’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	$7.12K	Hold	111	–	–	﹤0.01%	477
2026 Q1	$7.24K	Hold	111	–	–	﹤0.01%	473
2025 Q4	$8.85K	Hold	111	–	–	﹤0.01%	457
2025 Q3	$10.4K	Hold	111	–	–	﹤0.01%	441
2025 Q2	$12.3K	Buy	+111	New	+$12.5K	﹤0.01%	427
2017 Q4	–	Sell	-300	Closed	-$7K	–	392
2017 Q3	$7K	Buy	+300	New	+$6.73K	﹤0.01%	344
2016 Q3	–	Sell	-810	Closed	-$15K	–	396
2016 Q2	$15K	Buy	+810	New	+$14.4K	﹤0.01%	350

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Tompkins Financial's BRO Position: Q2 2026 in Review

Tompkins Financial held its Brown & Brown (BRO) position steady in Q2 2026 at 111 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Tompkins Financial first reported a position in BRO in Q2 2016 and has held it in 7 quarters since. The position peaked at $15K in Q2 2016. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Tompkins Financial held 111 shares of Brown & Brown worth $7.12K as of Q2 2026.
Tompkins Financial left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #477 holding.
Tompkins Financial first reported a position in Brown & Brown in Q2 2016 and has held it in 7 quarters since.
Tompkins Financial's Brown & Brown position peaked at $15K in Q2 2016.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.