AWM
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Accurate Wealth Management’s Brown & Brown BRO Stock Holding History

Accurate 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
2023
Q1 		– Sell
-5
Closed -$299 – 401
2022
Q4 		$299 Buy
+5
New +$292 ﹤0.01% 1550

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Accurate Wealth Management's BRO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Brown & Brown (BRO) in Q1 2023, closing a stake of 5 shares — an estimated $299 sold.

Accurate Wealth Management first reported a position in BRO in Q4 2022 and held it in 1 quarter. The position peaked at $299 in Q4 2022. 567 funds tracked by Wall St. Rank hold BRO as of Q1 2023.

  • Accurate Wealth Management reported no remaining Brown & Brown position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5 Brown & Brown shares in Q1 2023, an estimated $299.
  • Accurate Wealth Management first reported a position in Brown & Brown in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Brown & Brown position peaked at $299 in Q4 2022.
  • 567 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.