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Beacon Pointe Advisors’s Brown & Brown BRO Stock Holding History

Beacon Pointe 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
2024
Q4 		– Sell
-2,283
Closed -$236K – 1211
2024
Q3 		$236K Sell
2,283
-8,022
-78% -$798K ﹤0.01% 1102
2024
Q2 		$921K Sell
10,305
-907
-8% -$78.7K 0.01% 665
2024
Q1 		$982K Sell
11,212
-768
-6% -$61.7K 0.01% 693
2023
Q4 		$852K Buy
11,980
+534
+5% +$38.2K 0.01% 719
2023
Q3 		$799K Buy
11,446
+1,457
+15% +$104K 0.01% 702
2023
Q2 		$688K Sell
9,989
-770
-7% -$49K 0.01% 624
2023
Q1 		$618K Buy
10,759
+174
+2% +$10K 0.01% 692
2022
Q4 		$603K Buy
+10,585
New +$619K 0.01% 632

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Pointe Advisors's BRO Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 2,283 shares — an estimated $236K sold.

Beacon Pointe Advisors first reported a position in BRO in Q4 2022 and held it in 8 quarters. The position peaked at $982K in Q1 2024. 874 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,283 Brown & Brown shares in Q4 2024, an estimated $236K.
  • Beacon Pointe Advisors first reported a position in Brown & Brown in Q4 2022 and held it in 8 quarters.
  • Beacon Pointe Advisors's Brown & Brown position peaked at $982K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.