BerganKDV Wealth Management’s Brown & Brown BRO Stock Holding History

BerganKDV Wealth 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
2023 Q2	$9.02K	Hold	131	–	–	﹤0.01%	563
2023 Q1	$7.52K	Hold	131	–	–	﹤0.01%	640
2022 Q4	$7.46K	Hold	131	–	–	﹤0.01%	618
2022 Q3	$8K	Hold	131	–	–	﹤0.01%	600
2022 Q2	$8K	Hold	131	–	–	﹤0.01%	617
2022 Q1	$9K	Hold	131	–	–	﹤0.01%	621
2021 Q4	$9K	Hold	131	–	–	﹤0.01%	672
2021 Q3	$7K	Buy	+131	New	+$7.3K	﹤0.01%	689

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

BerganKDV Wealth Management's BRO Position: Q2 2023 in Review

BerganKDV Wealth Management held its Brown & Brown (BRO) position steady in Q2 2023 at 131 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

BerganKDV Wealth Management first reported a position in BRO in Q3 2021 and has held it in 8 quarters since. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

BerganKDV Wealth Management held 131 shares of Brown & Brown worth $9.02K as of Q2 2023.
BerganKDV Wealth Management left its Brown & Brown share count unchanged in Q2 2023.
Brown & Brown made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #563 holding.
BerganKDV Wealth Management first reported a position in Brown & Brown in Q3 2021 and has held it in 8 quarters since.
604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.