Acrisure Capital Management’s Brown & Brown BRO Stock Holding History

Acrisure Capital 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 Q2	–	Sell	-4,049	Closed	-$232K	–	38
2023 Q1	$232K	Sell	4,049 -118	-3%	-$6.78K	0.24%	200
2022 Q4	$237K	Buy	+4,167	New	+$244K	0.26%	161

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Acrisure Capital Management's BRO Position: Q2 2023 in Review

Acrisure Capital Management sold out of Brown & Brown (BRO) in Q2 2023, closing a stake of 4,049 shares — an estimated $232K sold.

Acrisure Capital Management first reported a position in BRO in Q4 2022 and held it in 2 quarters. The position peaked at $237K in Q4 2022. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

Acrisure Capital Management reported no remaining Brown & Brown position as of Q2 2023 after selling out during the quarter.
Acrisure Capital Management sold 4,049 Brown & Brown shares in Q2 2023, an estimated $232K.
Acrisure Capital Management first reported a position in Brown & Brown in Q4 2022 and held it in 2 quarters.
Acrisure Capital Management's Brown & Brown position peaked at $237K in Q4 2022.
604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.