BDO Wealth Advisors’s Brown & Brown BRO Stock Holding History

BDO Wealth 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
2023 Q2	$922K	Sell	13,393 -206	-2%	-$13.1K	0.11%	141
2023 Q1	$781K	Sell	13,599 -148	-1%	-$8.51K	0.1%	142
2022 Q4	$783K	Buy	13,747 +27	+0.2%	+$1.58K	0.1%	140
2022 Q3	$830K	Sell	13,720 -479	-3%	-$30.1K	0.11%	136
2022 Q2	$828K	Buy	14,199 +25	+0.2%	+$1.53K	0.1%	139
2022 Q1	$1.02M	Sell	14,174 -178	-1%	-$11.9K	0.11%	132
2021 Q4	$1.01M	Sell	14,352 -1,228	-8%	-$79.2K	0.11%	136
2021 Q3	$864K	Buy	15,580 +26	+0.2%	+$1.45K	0.1%	142
2021 Q2	$827K	Buy	15,554 +27	+0.2%	+$1.39K	0.09%	151
2021 Q1	$710K	Buy	15,527 +135	+0.9%	+$6.2K	0.08%	157
2020 Q4	$730K	Buy	15,392 +30	+0.2%	+$1.38K	0.1%	127
2020 Q3	$695K	Buy	15,362 +28	+0.2%	+$1.25K	0.11%	119
2020 Q2	$625K	Buy	15,334 +34	+0.2%	+$1.31K	0.11%	120
2020 Q1	$554K	Sell	15,300 -1,623	-10%	-$68.6K	0.11%	116
2019 Q4	$668K	Hold	16,923	–	–	0.17%	99
2019 Q3	$610K	Sell	16,923 -1,000	-6%	-$35.8K	0.16%	107
2019 Q2	$600K	Sell	17,923 -2,500	-12%	-$79.3K	0.16%	101
2019 Q1	$603K	Hold	20,423	–	–	0.18%	98
2018 Q4	$563K	Hold	20,423	–	–	0.19%	93
2018 Q3	$604K	Hold	20,423	–	–	0.2%	92
2018 Q2	$566K	Hold	20,423	–	–	0.19%	88
2018 Q1	$520K	Buy	+20,423	New	+$534K	0.2%	84
2017 Q3	–	Sell	-20,422	Closed	-$440K	–	449
2017 Q2	$440K	Buy	+20,422	New	+$438K	0.19%	85

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

BDO Wealth Advisors's BRO Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Brown & Brown (BRO) stake by 1.5% in Q2 2023, selling an estimated $13.1K and leaving 13,393 shares worth $922K. The position accounts for 0.11% of the portfolio, ranked #141.

BDO Wealth Advisors first reported a position in BRO in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2022. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

BDO Wealth Advisors held 13,393 shares of Brown & Brown worth $922K as of Q2 2023.
BDO Wealth Advisors sold 206 Brown & Brown shares in Q2 2023, an estimated $13.1K.
Brown & Brown made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #141 holding.
BDO Wealth Advisors first reported a position in Brown & Brown in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Brown & Brown position peaked at $1.02M in Q1 2022.
604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.