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Annapolis Financial Services’s Brown & Brown BRO Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-1,200
Closed -$85.3K – 374
2023
Q4 		$85.3K Sell
1,200
-36
-3% -$2.57K 0.02% 162
2023
Q3 		$86.3K Hold
1,236
– – 0.02% 153
2023
Q2 		$85.1K Buy
1,236
+36
+3% +$2.29K 0.02% 155
2023
Q1 		$68.9K Hold
1,200
– – 0.02% 155
2022
Q4 		$68.4K Hold
1,200
– – 0.02% 157
2022
Q3 		$73K Hold
1,200
– – 0.03% 153
2022
Q2 		$70K Hold
1,200
– – 0.03% 157
2022
Q1 		$87K Sell
1,200
-280
-19% -$18.8K 0.03% 157
2021
Q4 		$104K Buy
+1,480
New +$95.5K 0.03% 143

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Annapolis Financial Services's BRO Position: Q1 2024 in Review

Annapolis Financial Services sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 1,200 shares — an estimated $85.3K sold.

Annapolis Financial Services first reported a position in BRO in Q4 2021 and held it in 9 quarters. The position peaked at $104K in Q4 2021. 717 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • Annapolis Financial Services reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 1,200 Brown & Brown shares in Q1 2024, an estimated $85.3K.
  • Annapolis Financial Services first reported a position in Brown & Brown in Q4 2021 and held it in 9 quarters.
  • Annapolis Financial Services's Brown & Brown position peaked at $104K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.