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Abich Financial Wealth Management’s Brown & Brown BRO Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		– Sell
-4
Closed -$358 – 436
2024
Q2 		$358 Buy
+4
New +$347 ﹤0.01% 731

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Abich Financial Wealth Management's BRO Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Brown & Brown (BRO) in Q3 2024, closing a stake of 4 shares — an estimated $358 sold.

Abich Financial Wealth Management first reported a position in BRO in Q2 2024 and held it in 1 quarter. The position peaked at $358 in Q2 2024. 820 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Brown & Brown position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 4 Brown & Brown shares in Q3 2024, an estimated $358.
  • Abich Financial Wealth Management first reported a position in Brown & Brown in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Brown & Brown position peaked at $358 in Q2 2024.
  • 820 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.