Truist Financial’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Sell |
177,523
-2,649
| -1% | -$162K | 0.01% | 603 |
|
|
2026
Q1 | $11.7M | Sell |
180,172
-69,132
| -28% | -$4.98M | 0.02% | 564 |
|
|
2025
Q4 | $19.9M | Sell |
249,304
-18,834
| -7% | -$1.57M | 0.03% | 413 |
|
|
2025
Q3 | $25.1M | Buy |
268,138
+1,932
| +0.7% | +$188K | 0.03% | 365 |
|
|
2025
Q2 | $29.5M | Sell |
266,206
-14,091
| -5% | -$1.58M | 0.04% | 316 |
|
|
2025
Q1 | $34.9M | Buy |
280,297
+1,163
| +0.4% | +$130K | 0.06% | 280 |
|
|
2024
Q4 | $28.5M | Buy |
279,134
+5,521
| +2% | +$590K | 0.04% | 318 |
|
|
2024
Q3 | $28.3M | Sell |
273,613
-199,340
| -42% | -$19.8M | 0.04% | 324 |
|
|
2024
Q2 | $42.3M | Buy |
472,953
+376,892
| +392% | +$32.7M | 0.06% | 258 |
|
|
2024
Q1 | $8.41M | Sell |
96,061
-20,029
| -17% | -$1.61M | 0.01% | 690 |
|
|
2023
Q4 | $8.26M | Buy |
116,090
+20,109
| +21% | +$1.44M | 0.01% | 684 |
|
|
2023
Q3 | $6.7M | Buy |
95,981
+3,993
| +4% | +$285K | 0.01% | 736 |
|
|
2023
Q2 | $6.33M | Sell |
91,988
-157,291
| -63% | -$10M | 0.01% | 755 |
|
|
2023
Q1 | $14.3M | Sell |
249,279
-32,957
| -12% | -$1.89M | 0.02% | 476 |
|
|
2022
Q4 | $16.1M | Buy |
282,236
+38,742
| +16% | +$2.27M | 0.03% | 431 |
|
|
2022
Q3 | $14.7M | Sell |
243,494
-55,742
| -19% | -$3.51M | 0.03% | 437 |
|
|
2022
Q2 | $17.5M | Sell |
299,236
-22,242
| -7% | -$1.37M | 0.03% | 405 |
|
|
2022
Q1 | $23.2M | Buy |
321,478
+282,674
| +728% | +$19M | 0.04% | 380 |
|
|
2021
Q4 | $2.73M | Sell |
38,804
-3,573
| -8% | -$230K | ﹤0.01% | 1133 |
|
|
2021
Q3 | $2.35M | Sell |
42,377
-2,630
| -6% | -$147K | ﹤0.01% | 1199 |
|
|
2021
Q2 | $2.39M | Sell |
45,007
-4,465
| -9% | -$230K | ﹤0.01% | 1195 |
|
|
2021
Q1 | $2.26M | Sell |
49,472
-164,467
| -77% | -$7.55M | ﹤0.01% | 1178 |
|
|
2020
Q4 | $10.1M | Buy |
213,939
+4,498
| +2% | +$207K | 0.02% | 599 |
|
|
2020
Q3 | $9.48M | Sell |
209,441
-8,752
| -4% | -$390K | 0.02% | 569 |
|
|
2020
Q2 | $8.89M | Sell |
218,193
-21,864
| -9% | -$843K | 0.02% | 559 |
|
|
2020
Q1 | $8.7M | Sell |
240,057
-2,891
| -1% | -$122K | 0.02% | 529 |
|
|
2019
Q4 | $9.59M | Buy |
242,948
+124,106
| +104% | +$4.66M | 0.02% | 586 |
|
|
2019
Q3 | $4.29M | Sell |
118,842
-215
| -0.2% | -$7.69K | 0.07% | 245 |
|
|
2019
Q2 | $3.99M | Sell |
119,057
-2,900
| -2% | -$91.9K | 0.07% | 250 |
|
|
2019
Q1 | $3.6M | Sell |
121,957
-2,135
| -2% | -$61K | 0.06% | 266 |
|
|
2018
Q4 | $3.42M | Buy |
124,092
+3,675
| +3% | +$104K | 0.07% | 253 |
|
|
2018
Q3 | $3.56M | Sell |
120,417
-2,435
| -2% | -$72.4K | 0.06% | 276 |
|
|
2018
Q2 | $3.41M | Sell |
122,852
-8,380
| -6% | -$228K | 0.06% | 279 |
|
|
2018
Q1 | $3.34M | Sell |
131,232
-1,196
| -0.9% | -$31.3K | 0.06% | 285 |
|
|
2017
Q4 | $3.41M | Sell |
132,428
-4,950
| -4% | -$124K | 0.06% | 286 |
|
|
2017
Q3 | $3.31M | Sell |
137,378
-10,630
| -7% | -$239K | 0.06% | 285 |
|
|
2017
Q2 | $3.19M | Sell |
148,008
-4,502
| -3% | -$96.5K | 0.06% | 300 |
|
|
2017
Q1 | $3.18M | Sell |
152,510
-23,068
| -13% | -$499K | 0.06% | 305 |
|
|
2016
Q4 | $3.94M | Sell |
175,578
-18,134
| -9% | -$369K | 0.08% | 269 |
|
|
2016
Q3 | $3.65M | Buy |
193,712
+5,192
| +3% | +$96.1K | 0.08% | 283 |
|
|
2016
Q2 | $3.53M | Buy |
+188,520
| New | +$3.35M | 0.07% | 286 |
|
Other funds holding BRO
VLKIM
Truist Financial's BRO Position: Q2 2026 in Review
Truist Financial reduced its Brown & Brown (BRO) stake by 1.5% in Q2 2026, selling an estimated $162K and leaving 177,523 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #603.
Truist Financial first reported a position in BRO in Q2 2016 and has held it in 41 quarters since. The position peaked at $42.3M in Q2 2024. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Truist Financial held 177,523 shares of Brown & Brown worth $11.4M as of Q2 2026.
- Truist Financial sold 2,649 Brown & Brown shares in Q2 2026, an estimated $162K.
- Brown & Brown made up 0.01% of Truist Financial's portfolio in Q2 2026, its #603 holding.
- Truist Financial first reported a position in Brown & Brown in Q2 2016 and has held it in 41 quarters since.
- Truist Financial's Brown & Brown position peaked at $42.3M in Q2 2024.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.