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

Washington Trust 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 Q1	$263K	Sell	4,037 -33	-0.8%	-$2.38K	0.02%	179
2025 Q4	$324K	Hold	4,070	–	–	0.02%	170
2025 Q3	$382K	Hold	4,070	–	–	0.03%	158
2025 Q2	$451K	Sell	4,070 -713	-15%	-$80.1K	0.04%	142
2025 Q1	$595K	Buy	4,783 +33	+0.7%	+$3.69K	0.06%	120
2024 Q4	$485K	Hold	4,750	–	–	0.05%	132
2024 Q3	$492K	Sell	4,750 -92	-2%	-$9.15K	0.05%	128
2024 Q2	$433K	Hold	4,842	–	–	0.04%	133
2024 Q1	$424K	Sell	4,842 -870	-15%	-$69.9K	0.04%	151
2023 Q4	$406K	Hold	5,712	–	–	0.04%	156
2023 Q3	$399K	Hold	5,712	–	–	0.04%	147
2023 Q2	$393K	Hold	5,712	–	–	0.04%	144
2023 Q1	$328K	Hold	5,712	–	–	0.04%	167
2022 Q4	$325K	Hold	5,712	–	–	0.04%	168
2022 Q3	$345K	Hold	5,712	–	–	0.04%	154
2022 Q2	$333K	Hold	5,712	–	–	0.04%	166
2022 Q1	$413K	Buy	5,712 +20	+0.4%	+$1.34K	0.05%	155
2021 Q4	$400K	Buy	5,692 +1,262	+28%	+$81.4K	0.04%	153
2021 Q3	$246K	Buy	+4,430	New	+$247K	0.03%	174

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

Fidelity Investments

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

Principal Financial Group

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

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

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

Geode Capital Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return