Trust Company of Vermont’s Brown & Brown BRO Stock Holding History

Trust Company of Vermont’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	$89.9K	Buy	+1,401	New	+$85.5K	﹤0.01%	498
2025 Q4	$112K	Hold	1,401	–	–	﹤0.01%	440
2025 Q3	$131K	Hold	1,401	–	–	0.01%	401
2025 Q2	$155K	Hold	1,401	–	–	0.01%	379
2025 Q1	$174K	Hold	1,401	–	–	0.01%	356
2024 Q4	$143K	Hold	1,401	–	–	0.01%	381
2024 Q3	$145K	Hold	1,401	–	–	0.01%	365
2024 Q2	$125K	Hold	1,401	–	–	0.01%	365
2024 Q1	$123K	Hold	1,401	–	–	0.01%	363
2023 Q4	$99.6K	Hold	1,401	–	–	0.01%	351
2023 Q3	$97.8K	Hold	1,401	–	–	0.01%	369
2023 Q2	$96.4K	Hold	1,401	–	–	0.01%	398
2023 Q1	$80.4K	Hold	1,401	–	–	0.01%	423
2022 Q4	$79.8K	Hold	1,401	–	–	0.01%	417
2022 Q3	$85K	Hold	1,401	–	–	0.01%	405
2022 Q2	$82K	Buy	+1,401	New	+$86K	0.01%	414
2022 Q1	–	Sell	-1,400	Closed	-$98K	–	372
2021 Q4	$98K	Buy	+1,400	New	+$90.3K	0.01%	402
2021 Q3	–	Sell	-1,400	Closed	-$74K	–	362
2021 Q2	$74K	Hold	1,400	–	–	0.01%	441
2021 Q1	$64K	Hold	1,400	–	–	﹤0.01%	437
2020 Q4	$66K	Hold	1,400	–	–	0.01%	423
2020 Q3	$63K	Hold	1,400	–	–	0.01%	416
2020 Q2	$57K	Hold	1,400	–	–	0.01%	427
2020 Q1	$51K	Buy	+1,400	New	+$59.2K	﹤0.01%	433

Other funds holding BRO

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Trust Company of Vermont's BRO Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Brown & Brown (BRO) in Q2 2026: 1,401 shares worth $89.9K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in BRO as recently as Q4 2025.

Trust Company of Vermont first reported a position in BRO in Q1 2020 and has held it in 23 quarters since. The position peaked at $174K in Q1 2025. 414 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Trust Company of Vermont held 1,401 shares of Brown & Brown worth $89.9K as of Q2 2026.
Brown & Brown was a new Trust Company of Vermont position in Q2 2026.
Brown & Brown made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #498 holding.
Trust Company of Vermont first reported a position in Brown & Brown in Q1 2020 and has held it in 23 quarters since.
Trust Company of Vermont's Brown & Brown position peaked at $174K in Q1 2025.
414 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.