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TRUIST FINANCIAL CORP BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
11
Latest value
$8.8M
Q3 2026
Peak value
$13.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.2M |
| Q3 2025 | $13.9M |
| Q3 2025 | $22K |
| Q4 2025 | $11.7M |
| Q4 2025 | $8.1M |
| Q1 2026 | $2.4M |
| Q1 2026 | $9.3M |
| Q2 2026 | $2.1M |
| Q2 2026 | $9.3M |
| Q3 2026 | $1.8M |
| Q3 2026 | $8.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.8M | 144.3K | — | — |
| Q3 2026 | $1.8M | 29.0K | — | — |
| Q2 2026 | $9.3M | 144.7K | — | — |
| Q2 2026 | $2.1M | 32.8K | — | — |
| Q1 2026 | $9.3M | 142.7K | — | — |
| Q1 2026 | $2.4M | 37.5K | — | — |
| Q4 2025 | $8.1M | 101.9K | — | — |
| Q4 2025 | $11.7M | 147.4K | — | — |
| Q3 2025 | $22K | 232 | — | — |
| Q3 2025 | $13.9M | 148.5K | — | — |
| Q3 2025 | $11.2M | 119.4K | — | — |
Other funds holding BRO
$931.1M
$931.1M
$898.4M