American Portfolios Advisors’s Brown & Brown BRO Stock Holding History

American Portfolios Advisors’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 Q3	$13K	Sell	215 -29	-12%	-$1.82K	﹤0.01%	2399
2022 Q2	$14.2K	Hold	244	–	–	﹤0.01%	2404
2022 Q1	$17.6K	Sell	244 -639	-72%	-$42.9K	﹤0.01%	2435
2021 Q4	$62.1K	Buy	883 +753	+579%	+$48.6K	﹤0.01%	1772
2021 Q3	$7.21K	Buy	+130	New	+$7.25K	﹤0.01%	2701
2020 Q4	–	Sell	-42	Closed	-$1.9K	–	2993
2020 Q3	$1.9K	Buy	+42	New	+$1.87K	﹤0.01%	2636
2020 Q2	–	Sell	-500	Closed	-$18.1K	–	2849
2020 Q1	$18.1K	Buy	+500	New	+$21.1K	﹤0.01%	1565
2019 Q4	–	Sell	-1,379	Closed	-$49.7K	–	2854
2019 Q3	$49.7K	Buy	+1,379	New	+$49.3K	﹤0.01%	1286

Other funds holding BRO

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

American Portfolios Advisors's BRO Position: Q3 2022 in Review

American Portfolios Advisors reduced its Brown & Brown (BRO) stake by 12% in Q3 2022, selling an estimated $1.82K and leaving 215 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

American Portfolios Advisors first reported a position in BRO in Q3 2019 and has held it in 8 quarters since. The position peaked at $62.1K in Q4 2021. 567 funds tracked by Wall St. Rank hold BRO as of Q3 2022.

American Portfolios Advisors held 215 shares of Brown & Brown worth $13K as of Q3 2022.
American Portfolios Advisors sold 29 Brown & Brown shares in Q3 2022, an estimated $1.82K.
Brown & Brown made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2399 holding.
American Portfolios Advisors first reported a position in Brown & Brown in Q3 2019 and has held it in 8 quarters since.
American Portfolios Advisors's Brown & Brown position peaked at $62.1K in Q4 2021.
567 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.