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Almanack Investment Partners’s Brown & Brown BRO Stock Holding History

Almanack Investment 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
Q4 		– Sell
-38
Closed -$2K – 304
2022
Q3 		$2K Buy
+38
New +$2.39K ﹤0.01% 698

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BlackRock
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Principal Financial Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Almanack Investment Partners's BRO Position: Q4 2022 in Review

Almanack Investment Partners sold out of Brown & Brown (BRO) in Q4 2022, closing a stake of 38 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in BRO in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 571 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

  • Almanack Investment Partners reported no remaining Brown & Brown position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 38 Brown & Brown shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in Brown & Brown in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Brown & Brown position peaked at $2K in Q3 2022.
  • 571 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.