Stephenson National Bank & Trust »

Brown & Brown shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Stephenson National Bank & Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brown & Brown by Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $165k 1.8k 93.79
2025-06-30 $202k 1.8k 110.87

More positions owned by Stephenson National Bank & Trust

JPMorgan Active Value ETF Active Value Etf (JAVA)
Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Growth ETF Active Growth (JGRO)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
Vanguard Small-Cap ETF Small Cp Etf (VB)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
Vanguard FTSE Developed Markets Index ETF Van Ftse Dev Mkt (VEA)
iShares Russell 2000 Index ETF Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Unit (SPY)

View all positions for Stephenson National Bank & Trust

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Geode Capital Management
Parnassus Investments
Select Equity
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
Allspring Global Investments Holdings
Northern Trust
Deutsche Bank Aktiengesellschaft

View all funds holding Brown & Brown