Advisor Partners’s Brown & Brown BRO Stock Holding History

Advisor Partners’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
2022 Q2	$439K	Buy	7,531 +1,097	+17%	+$67.3K	0.03%	521
2022 Q1	$465K	Buy	6,434 +92	+1%	+$6.17K	0.03%	535
2021 Q4	$446K	Buy	6,342 +458	+8%	+$29.5K	0.03%	543
2021 Q3	$326K	Buy	5,884 +142	+2%	+$7.91K	0.02%	620
2021 Q2	$305K	Sell	5,742 -25	-0.4%	-$1.29K	0.02%	649
2021 Q1	$264K	Buy	5,767 +33	+0.6%	+$1.51K	0.02%	674
2020 Q4	$272K	Buy	5,734 +25	+0.4%	+$1.15K	0.02%	613
2020 Q3	$258K	Buy	5,709 +151	+3%	+$6.73K	0.02%	567
2020 Q2	$227K	Buy	+5,558	New	+$214K	0.02%	599

Other funds holding BRO

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's BRO Position: Q2 2022 in Review

Advisor Partners increased its Brown & Brown (BRO) stake by 17% in Q2 2022, buying an estimated $67.3K and bringing the position to 7,531 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #521.

Advisor Partners first reported a position in BRO in Q2 2020 and has held it in 9 quarters since. The position peaked at $465K in Q1 2022. 575 funds tracked by Wall St. Rank hold BRO as of Q2 2022.

Advisor Partners held 7,531 shares of Brown & Brown worth $439K as of Q2 2022.
Advisor Partners bought 1,097 Brown & Brown shares in Q2 2022, an estimated $67.3K.
Brown & Brown made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #521 holding.
Advisor Partners first reported a position in Brown & Brown in Q2 2020 and has held it in 9 quarters since.
Advisor Partners's Brown & Brown position peaked at $465K in Q1 2022.
575 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.