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Boston Financial Management’s Brown & Brown BRO Stock Holding History

Boston Financial 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
Q4 		$62.7M Buy
614,980
+1,647
+0.3% +$176K 1.89% 12
2024
Q3 		$63.5M Sell
613,333
-13,370
-2% -$1.33M 1.89% 11
2024
Q2 		$56M Sell
626,703
-4,342
-0.7% -$377K 1.78% 12
2024
Q1 		$55.2M Sell
631,045
-10
-0% -$804 1.76% 13
2023
Q4 		$44.9M Sell
631,055
-8,218
-1% -$587K 1.52% 16
2023
Q3 		$44.6M Sell
639,273
-156
-0% -$11.1K 1.67% 15
2023
Q2 		$44M Buy
639,429
+547
+0.1% +$34.8K 1.59% 17
2023
Q1 		$36.7M Sell
638,882
-702
-0.1% -$40.3K 1.43% 20
2022
Q4 		$36.4M Buy
639,584
+5,992
+0.9% +$350K 1.46% 19
2022
Q3 		$38.3M Buy
633,592
+8,556
+1% +$538K 1.66% 16
2022
Q2 		$36.5M Sell
625,036
-1,790
-0.3% -$110K 1.57% 19
2022
Q1 		$45.3M Sell
626,826
-2,637
-0.4% -$177K 1.72% 16
2021
Q4 		$44.2M Sell
629,463
-2,323
-0.4% -$150K 1.61% 21
2021
Q3 		$35M Buy
631,786
+6,958
+1% +$388K 1.43% 23
2021
Q2 		$33.2M Buy
624,828
+11,412
+2% +$587K 1.34% 27
2021
Q1 		$28M Buy
613,416
+7,361
+1% +$338K 1.23% 32
2020
Q4 		$28.7M Buy
606,055
+2,950
+0.5% +$136K 1.31% 26
2020
Q3 		$27.3M Buy
603,105
+30,879
+5% +$1.38M 1.33% 26
2020
Q2 		$23.3M Buy
572,226
+264,963
+86% +$10.2M 1.25% 28
2020
Q1 		$11.1M Buy
+307,263
New +$13M 0.72% 38

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Financial Management's BRO Position: Q4 2024 in Review

Boston Financial Management increased its Brown & Brown (BRO) stake by 0.27% in Q4 2024, buying an estimated $176K and bringing the position to 614,980 shares worth $62.7M. The position accounts for 1.89% of the portfolio, ranked #12.

Boston Financial Management first reported a position in BRO in Q1 2020 and has held it in 20 quarters since. The position peaked at $63.5M in Q3 2024. 873 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Boston Financial Management held 614,980 shares of Brown & Brown worth $62.7M as of Q4 2024.
  • Boston Financial Management bought 1,647 Brown & Brown shares in Q4 2024, an estimated $176K.
  • Brown & Brown made up 1.89% of Boston Financial Management's portfolio in Q4 2024, its #12 holding.
  • Boston Financial Management first reported a position in Brown & Brown in Q1 2020 and has held it in 20 quarters since.
  • Boston Financial Management's Brown & Brown position peaked at $63.5M in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.