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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Washington Trust Advisors's BRO Position: Q1 2026 in Review

Washington Trust Advisors opened a new position in Brown & Brown (BRO) in Q1 2026: 20 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Washington Trust Advisors previously reported a position in BRO as recently as Q3 2022.

Washington Trust Advisors first reported a position in BRO in Q4 2021 and has held it in 5 quarters since. The position peaked at $33K in Q3 2022. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Washington Trust Advisors held 20 shares of Brown & Brown worth $1.3K as of Q1 2026.
Brown & Brown was a new Washington Trust Advisors position in Q1 2026.
Brown & Brown made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #617 holding.
Washington Trust Advisors first reported a position in Brown & Brown in Q4 2021 and has held it in 5 quarters since.
Washington Trust Advisors's Brown & Brown position peaked at $33K in Q3 2022.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.