Trust Point Inc’s Brown & Brown BRO Stock Holding History

Trust Point Inc’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	$276K	Sell	4,296 -1,763	-29%	-$108K	0.02%	360
2026 Q1	$395K	Buy	6,059 +1,065	+21%	+$76.8K	0.03%	308
2025 Q4	$398K	Buy	4,994 +627	+14%	+$52.3K	0.03%	292
2025 Q3	$410K	Buy	4,367 +164	+4%	+$16K	0.03%	279
2025 Q2	$466K	Sell	4,203 -1,689	-29%	-$190K	0.04%	200
2025 Q1	$733K	Sell	5,892 -559	-9%	-$62.5K	0.07%	158
2024 Q4	$658K	Buy	6,451 +3,932	+156%	+$420K	0.05%	232
2024 Q3	$261K	Buy	2,519 +103	+4%	+$10.2K	0.02%	432
2024 Q2	$216K	Buy	+2,416	New	+$210K	0.02%	466

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 $60.8B AUM 26.63% 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

Trust Point Inc's BRO Position: Q2 2026 in Review

Trust Point Inc reduced its Brown & Brown (BRO) stake by 29% in Q2 2026, selling an estimated $108K and leaving 4,296 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #360.

Trust Point Inc first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $733K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Trust Point Inc held 4,296 shares of Brown & Brown worth $276K as of Q2 2026.
Trust Point Inc sold 1,763 Brown & Brown shares in Q2 2026, an estimated $108K.
Brown & Brown made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #360 holding.
Trust Point Inc first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
Trust Point Inc's Brown & Brown position peaked at $733K in Q1 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.