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Washington Trust Advisors’s Brown & Brown BRO Stock Holding History

Washington Trust Advisors’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 		– Sell
-20
Closed -$1.3K – 731
2026
Q1 		$1.3K Buy
+20
New +$1.44K ﹤0.01% 617
2022
Q4 		– Sell
-545
Closed -$33K – 799
2022
Q3 		$33K Buy
545
+30
+6% +$1.89K ﹤0.01% 446
2022
Q2 		$30K Buy
515
+57
+12% +$3.5K ﹤0.01% 471
2022
Q1 		$33K Buy
458
+31
+7% +$2.08K ﹤0.01% 505
2021
Q4 		$30K Buy
+427
New +$27.5K ﹤0.01% 561

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Washington Trust Advisors's BRO Position: Q2 2026 in Review

Washington Trust Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 20 shares — an estimated $1.3K sold.

Washington Trust Advisors first reported a position in BRO in Q4 2021 and held it in 5 quarters. The position peaked at $33K in Q3 2022. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Washington Trust Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Washington Trust Advisors sold 20 Brown & Brown shares in Q2 2026, an estimated $1.3K.
  • Washington Trust Advisors first reported a position in Brown & Brown in Q4 2021 and held it in 5 quarters.
  • Washington Trust Advisors's Brown & Brown position peaked at $33K in Q3 2022.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.