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Union Savings Bank’s Brown & Brown BRO Stock Holding History

Union Savings 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 		$4.36K Hold
68
– – ﹤0.01% 287
2026
Q1 		$4.43K Hold
68
– – ﹤0.01% 283
2025
Q4 		$5.42K Buy
+68
New +$5.67K ﹤0.01% 281

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Union Savings Bank's BRO Position: Q2 2026 in Review

Union Savings Bank held its Brown & Brown (BRO) position steady in Q2 2026 at 68 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Union Savings Bank first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.42K in Q4 2025. 414 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Union Savings Bank held 68 shares of Brown & Brown worth $4.36K as of Q2 2026.
  • Union Savings Bank left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Union Savings Bank's portfolio in Q2 2026, its #287 holding.
  • Union Savings Bank first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Union Savings Bank's Brown & Brown position peaked at $5.42K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.