AIA Group’s Brown & Brown BRO Stock Holding History

AIA Group’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	-3,775	Closed	-$217K	–	341
2023 Q1	$217K	Sell	3,775 -487	-11%	-$28K	0.01%	316
2022 Q4	$243K	Buy	+4,262	New	+$249K	0.01%	306
2022 Q3	–	Sell	-2,883	Closed	-$168K	–	416
2022 Q2	$168K	Buy	2,883 +964	+50%	+$59.2K	0.01%	392
2022 Q1	$139K	Buy	+1,919	New	+$129K	0.01%	430

Other funds holding BRO

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

AIA Group's BRO Position: Q2 2023 in Review

AIA Group sold out of Brown & Brown (BRO) in Q2 2023, closing a stake of 3,775 shares — an estimated $217K sold.

AIA Group first reported a position in BRO in Q1 2022 and held it in 4 quarters. The position peaked at $243K in Q4 2022. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

AIA Group reported no remaining Brown & Brown position as of Q2 2023 after selling out during the quarter.
AIA Group sold 3,775 Brown & Brown shares in Q2 2023, an estimated $217K.
AIA Group first reported a position in Brown & Brown in Q1 2022 and held it in 4 quarters.
AIA Group's Brown & Brown position peaked at $243K in Q4 2022.
604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.