Bayesian Capital Management’s Brown & Brown BRO Stock Holding History

Bayesian Capital Management’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 Q2	–	Sell	-12,010	Closed	-$1.05M	–	761
2024 Q1	$1.05M	Buy	+12,010	New	+$965K	0.1%	278
2022 Q4	–	Sell	-10,760	Closed	-$651K	–	799
2022 Q3	$651K	Sell	10,760 -2,900	-21%	-$182K	0.13%	216
2022 Q2	$797K	Buy	+13,660	New	+$838K	0.15%	205
2022 Q1	–	Sell	-16,700	Closed	-$1.17M	–	784
2021 Q4	$1.17M	Buy	16,700 +12,600	+307%	+$813K	0.37%	70
2021 Q3	$227K	Buy	+4,100	New	+$229K	0.07%	323
2021 Q2	–	Sell	-10,118	Closed	-$462K	–	430
2021 Q1	$462K	Buy	+10,118	New	+$464K	0.11%	246
2019 Q4	–	Sell	-23,500	Closed	-$847K	–	598
2019 Q3	$847K	Buy	+23,500	New	+$841K	0.16%	179
2017 Q1	–	Sell	-11,942	Closed	-$268K	–	425
2016 Q4	$268K	Sell	11,942 -17,600	-60%	-$358K	0.07%	455
2016 Q3	$557K	Buy	+29,542	New	+$547K	0.37%	97

Other funds holding BRO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bayesian Capital Management's BRO Position: Q2 2024 in Review

Bayesian Capital Management sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 12,010 shares — an estimated $1.05M sold.

Bayesian Capital Management first reported a position in BRO in Q3 2016 and held it in 9 quarters. The position peaked at $1.17M in Q4 2021. 757 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

Bayesian Capital Management reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
Bayesian Capital Management sold 12,010 Brown & Brown shares in Q2 2024, an estimated $1.05M.
Bayesian Capital Management first reported a position in Brown & Brown in Q3 2016 and held it in 9 quarters.
Bayesian Capital Management's Brown & Brown position peaked at $1.17M in Q4 2021.
757 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Bayesian Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.