Algert Global’s Brown & Brown BRO Stock Holding History

Algert Global’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 Q1	–	Sell	-19,773	Closed	-$1.39M	–	1186
2021 Q4	$1.39M	Buy	+19,773	New	+$1.28M	0.17%	168

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

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

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

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

ACM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Algert Global's BRO Position: Q1 2022 in Review

Algert Global sold out of Brown & Brown (BRO) in Q1 2022, closing a stake of 19,773 shares — an estimated $1.39M sold.

Algert Global first reported a position in BRO in Q4 2021 and held it in 1 quarter. The position peaked at $1.39M in Q4 2021. 578 funds tracked by Wall St. Rank hold BRO as of Q1 2022.

Algert Global reported no remaining Brown & Brown position as of Q1 2022 after selling out during the quarter.
Algert Global sold 19,773 Brown & Brown shares in Q1 2022, an estimated $1.39M.
Algert Global first reported a position in Brown & Brown in Q4 2021 and held it in 1 quarter.
Algert Global's Brown & Brown position peaked at $1.39M in Q4 2021.
578 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2022.

Based on Algert Global's 13F filing for Q1 2022, filed 16 May 2022.