Zions Bancorporation, National Association’s Brown & Brown BRO Stock Holding History

Zions Bancorporation, National Association’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	$68.5K	Buy	1,068 +695	+186%	+$42.4K	﹤0.01%	488
2026 Q1	$24.3K	Sell	373 -2,107	-85%	-$152K	﹤0.01%	692
2025 Q4	$198K	Buy	2,480 +2,364	+2,038%	+$197K	0.01%	430
2025 Q3	$10.9K	Buy	+116	New	+$11.3K	﹤0.01%	671
2025 Q2	–	Sell	-362	Closed	-$45K	–	873
2025 Q1	$45K	Buy	+362	New	+$40.5K	﹤0.01%	509

Other funds holding BRO

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Zions Bancorporation, National Association's BRO Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Brown & Brown (BRO) stake by 186% in Q2 2026, buying an estimated $42.4K and bringing the position to 1,068 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Zions Bancorporation, National Association first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $198K in Q4 2025. 387 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Zions Bancorporation, National Association held 1,068 shares of Brown & Brown worth $68.5K as of Q2 2026.
Zions Bancorporation, National Association bought 695 Brown & Brown shares in Q2 2026, an estimated $42.4K.
Brown & Brown made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #488 holding.
Zions Bancorporation, National Association first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
Zions Bancorporation, National Association's Brown & Brown position peaked at $198K in Q4 2025.
387 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.