UMB Bank’s Brown & Brown BRO Stock Holding History

UMB Bank’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	$7.57M	Sell	118,038 -512	-0.4%	-$31.2K	0.1%	144
2026 Q1	$7.73M	Sell	118,550 -326	-0.3%	-$23.5K	0.11%	138
2025 Q4	$9.47M	Sell	118,876 -68	-0.1%	-$5.67K	0.13%	130
2025 Q3	$11.2M	Buy	118,944 +1,129	+1%	+$110K	0.16%	105
2025 Q2	$13.1M	Sell	117,815 -72	-0.1%	-$8.09K	0.2%	92
2025 Q1	$14.7M	Buy	117,887 +78	+0.1%	+$8.72K	0.24%	81
2024 Q4	$12M	Buy	117,809 +122	+0.1%	+$13K	0.19%	98
2024 Q3	$12.2M	Hold	117,687	–	–	0.19%	101
2024 Q2	$10.5M	Sell	117,687 -5,463	-4%	-$474K	0.17%	111
2024 Q1	$10.8M	Sell	123,150 -164	-0.1%	-$13.2K	0.17%	114
2023 Q4	$8.77M	Sell	123,314 -23	-0%	-$1.64K	0.13%	129
2023 Q3	$8.61M	Sell	123,337 -45	-0%	-$3.21K	0.14%	129
2023 Q2	$8.49M	Buy	123,382 +23	+0%	+$1.46K	0.13%	142
2023 Q1	$7.08M	Sell	123,359 -45	-0%	-$2.59K	0.11%	153
2022 Q4	$7.03M	Sell	123,404 -3,518	-3%	-$206K	0.11%	150
2022 Q3	$7.68M	Sell	126,922 -14,252	-10%	-$897K	0.13%	141
2022 Q2	$8.24M	Sell	141,174 -1,712	-1%	-$105K	0.13%	152
2022 Q1	$10.3M	Sell	142,886 -787	-0.5%	-$52.8K	0.14%	148
2021 Q4	$10.1M	Buy	+143,673	New	+$9.27M	0.13%	158

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

UMB Bank's BRO Position: Q2 2026 in Review

UMB Bank reduced its Brown & Brown (BRO) stake by 0.43% in Q2 2026, selling an estimated $31.2K and leaving 118,038 shares worth $7.57M. The position accounts for 0.1% of the portfolio, ranked #144.

UMB Bank first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.7M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

UMB Bank held 118,038 shares of Brown & Brown worth $7.57M as of Q2 2026.
UMB Bank sold 512 Brown & Brown shares in Q2 2026, an estimated $31.2K.
Brown & Brown made up 0.1% of UMB Bank's portfolio in Q2 2026, its #144 holding.
UMB Bank first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Brown & Brown position peaked at $14.7M in Q1 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.