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WhitTier Trust Company’s Brown & Brown BRO Stock Holding History

WhitTier Trust Company’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 		$6.32M Sell
91,169
-1,054
-1% -$64.3K 0.12% 138
2026
Q1 		$6.13M Buy
92,223
+3,567
+4% +$257K 0.13% 137
2025
Q4 		$7.12M Buy
88,656
+11
+0% +$918 0.15% 124
2025
Q3 		$8.42M Buy
88,645
+399
+0.5% +$38.9K 0.18% 106
2025
Q2 		$9.78M Buy
88,246
+2,743
+3% +$308K 0.22% 95
2025
Q1 		$10.6M Buy
85,503
+3,764
+5% +$421K 0.27% 83
2024
Q4 		$8.34M Buy
81,739
+3,395
+4% +$363K 0.2% 99
2024
Q3 		$8.12M Buy
78,344
+2,789
+4% +$277K 0.21% 101
2024
Q2 		$6.75M Buy
75,555
+2,797
+4% +$243K 0.19% 109
2024
Q1 		$6.37M Buy
72,758
+3,646
+5% +$293K 0.18% 117
2023
Q4 		$4.91M Buy
69,112
+12,144
+21% +$868K 0.16% 138
2023
Q3 		$3.98M Buy
56,968
+1,085
+2% +$77.4K 0.14% 144
2023
Q2 		$3.85M Buy
55,883
+26,047
+87% +$1.66M 0.13% 146
2023
Q1 		$1.71M Buy
29,836
+664
+2% +$38.2K 0.06% 224
2022
Q4 		$1.66M Sell
29,172
-1,360
-4% -$79.5K 0.07% 225
2022
Q3 		$1.85M Buy
30,532
+2,134
+8% +$134K 0.08% 205
2022
Q2 		$1.66M Buy
28,398
+2,251
+9% +$138K 0.07% 219
2022
Q1 		$1.89M Buy
26,147
+4,269
+20% +$286K 0.07% 215
2021
Q4 		$1.54M Buy
21,878
+2,174
+11% +$140K 0.06% 236
2021
Q3 		$1.09M Buy
19,704
+835
+4% +$46.5K 0.04% 254
2021
Q2 		$1M Buy
18,869
+547
+3% +$28.1K 0.04% 266
2021
Q1 		$837K Buy
18,322
+2,138
+13% +$98.1K 0.04% 275
2020
Q4 		$767K Buy
16,184
+1,691
+12% +$77.8K 0.04% 268
2020
Q3 		$656K Buy
14,493
+1,115
+8% +$49.7K 0.04% 267
2020
Q2 		$546K Buy
13,378
+3,738
+39% +$144K 0.03% 286
2020
Q1 		$349K Buy
+9,640
New +$408K 0.03% 312

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 $3.37T AUM 44.26% 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

WhitTier Trust Company's BRO Position: Q2 2026 in Review

WhitTier Trust Company reduced its Brown & Brown (BRO) stake by 1.1% in Q2 2026, selling an estimated $64.3K and leaving 91,169 shares worth $6.32M. The position accounts for 0.12% of the portfolio, ranked #138.

WhitTier Trust Company first reported a position in BRO in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.6M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • WhitTier Trust Company held 91,169 shares of Brown & Brown worth $6.32M as of Q2 2026.
  • WhitTier Trust Company sold 1,054 Brown & Brown shares in Q2 2026, an estimated $64.3K.
  • Brown & Brown made up 0.12% of WhitTier Trust Company's portfolio in Q2 2026, its #138 holding.
  • WhitTier Trust Company first reported a position in Brown & Brown in Q1 2020 and has held it in 26 quarters since.
  • WhitTier Trust Company's Brown & Brown position peaked at $10.6M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.