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 Q2	$259K	Hold	4,037	–	–	0.02%	187
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 $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 $60.8B AUM 26.63% 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

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

Washington Trust Bank held its Brown & Brown (BRO) position steady in Q2 2026 at 4,037 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #187.

Washington Trust Bank first reported a position in BRO in Q3 2021 and has held it in 20 quarters since. The position peaked at $595K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Washington Trust Bank held 4,037 shares of Brown & Brown worth $259K as of Q2 2026.
Washington Trust Bank left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.02% of Washington Trust Bank's portfolio in Q2 2026, its #187 holding.
Washington Trust Bank first reported a position in Brown & Brown in Q3 2021 and has held it in 20 quarters since.
Washington Trust Bank's Brown & Brown position peaked at $595K in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.