Alberta Investment Management Corp (AIMCo)’s Brown & Brown BRO Stock Holding History

Alberta Investment Management Corp (AIMCo)’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 Q2	–	Sell	-4,200	Closed	-$368K	–	745
2024 Q1	$368K	Hold	4,200	–	–	﹤0.01%	876
2023 Q4	$299K	Hold	4,200	–	–	﹤0.01%	913
2023 Q3	$293K	Hold	4,200	–	–	﹤0.01%	918
2023 Q2	$289K	Hold	4,200	–	–	﹤0.01%	1057
2023 Q1	$241K	Buy	+4,200	New	+$241K	﹤0.01%	1135
2022 Q2	–	Sell	-78,300	Closed	-$5.66M	–	1275
2022 Q1	$5.66M	Buy	78,300 +200	+0.3%	+$13.4K	0.03%	512
2021 Q4	$5.49M	Hold	78,100	–	–	0.03%	426
2021 Q3	$4.33M	Buy	78,100 +600	+0.8%	+$33.4K	0.04%	461
2021 Q2	$4.12M	Sell	77,500 -29,100	-27%	-$1.5M	0.03%	474
2021 Q1	$4.87M	Sell	106,600 -2,600	-2%	-$119K	0.04%	370
2020 Q4	$5.18M	Hold	109,200	–	–	0.05%	383
2020 Q3	$4.94M	Sell	109,200 -9,400	-8%	-$419K	0.05%	375
2020 Q2	$4.83M	Buy	118,600 +87,400	+280%	+$3.37M	0.06%	363
2020 Q1	$1.13M	Buy	+31,200	New	+$1.32M	0.02%	549

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s BRO Position: Q2 2024 in Review

Alberta Investment Management Corp (AIMCo) sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 4,200 shares — an estimated $368K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in BRO in Q1 2020 and held it in 14 quarters. The position peaked at $5.66M in Q1 2022. 757 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

Alberta Investment Management Corp (AIMCo) reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 4,200 Brown & Brown shares in Q2 2024, an estimated $368K.
Alberta Investment Management Corp (AIMCo) first reported a position in Brown & Brown in Q1 2020 and held it in 14 quarters.
Alberta Investment Management Corp (AIMCo)'s Brown & Brown position peaked at $5.66M in Q1 2022.
757 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2024, filed 13 Aug 2024.