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Wilmington Savings Fund Society’s Brown & Brown BRO Stock Holding History

Wilmington Savings Fund Society’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 		$45K Buy
702
+302
+76% +$18.4K ﹤0.01% 919
2026
Q1 		$26.1K Hold
400
– – ﹤0.01% 1013
2025
Q4 		$31.9K Sell
400
-236
-37% -$19.7K ﹤0.01% 976
2025
Q3 		$59.6K Sell
636
-143
-18% -$13.9K ﹤0.01% 856
2025
Q2 		$86.4K Buy
779
+2
+0.3% +$225 ﹤0.01% 1080
2025
Q1 		$96.7K Sell
777
-14
-2% -$1.56K ﹤0.01% 1020
2024
Q4 		$80.7K Buy
791
+232
+42% +$24.8K ﹤0.01% 1103
2024
Q3 		$57.9K Buy
+559
New +$55.6K ﹤0.01% 1179

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wilmington Savings Fund Society's BRO Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Brown & Brown (BRO) stake by 76% in Q2 2026, buying an estimated $18.4K and bringing the position to 702 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Wilmington Savings Fund Society first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $96.7K in Q1 2025. 308 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Wilmington Savings Fund Society held 702 shares of Brown & Brown worth $45K as of Q2 2026.
  • Wilmington Savings Fund Society bought 302 Brown & Brown shares in Q2 2026, an estimated $18.4K.
  • Brown & Brown made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #919 holding.
  • Wilmington Savings Fund Society first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Brown & Brown position peaked at $96.7K in Q1 2025.
  • 308 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.