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Arlington Partners’s Brown & Brown BRO Stock Holding History

Arlington 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
2023
Q3 		– Sell
-1,044
Closed -$71.9K – 387
2023
Q2 		$71.9K Buy
1,044
+818
+362% +$52K 0.01% 274
2023
Q1 		$13K Buy
+226
New +$13K ﹤0.01% 393

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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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arlington Partners's BRO Position: Q3 2023 in Review

Arlington Partners sold out of Brown & Brown (BRO) in Q3 2023, closing a stake of 1,044 shares — an estimated $71.9K sold.

Arlington Partners first reported a position in BRO in Q1 2023 and held it in 2 quarters. The position peaked at $71.9K in Q2 2023. 628 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

  • Arlington Partners reported no remaining Brown & Brown position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 1,044 Brown & Brown shares in Q3 2023, an estimated $71.9K.
  • Arlington Partners first reported a position in Brown & Brown in Q1 2023 and held it in 2 quarters.
  • Arlington Partners's Brown & Brown position peaked at $71.9K in Q2 2023.
  • 628 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.