Bridgewater Associates’s Brown & Brown BRO Stock Holding History

Bridgewater Associates’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 Q1	–	Sell	-38,500	Closed	-$2.74M	–	704
2023 Q4	$2.74M	Buy	+38,500	New	+$2.75M	0.02%	468
2023 Q1	–	Sell	-115,837	Closed	-$6.6M	–	740
2022 Q4	$6.6M	Buy	115,837 +50,016	+76%	+$2.92M	0.04%	311
2022 Q3	$3.98M	Buy	65,821 +211	+0.3%	+$13.3K	0.02%	426
2022 Q2	$3.83M	Sell	65,610 -4,411	-6%	-$271K	0.02%	555
2022 Q1	$5.06M	Buy	70,021 +15,884	+29%	+$1.07M	0.02%	469
2021 Q4	$3.81M	Sell	54,137 -62,504	-54%	-$4.03M	0.02%	354
2021 Q3	$6.47M	Sell	116,641 -174	-0.1%	-$9.7K	0.04%	258
2021 Q2	$6.21M	Buy	116,815 +25,830	+28%	+$1.33M	0.04%	290
2021 Q1	$4.16M	Buy	90,985 +57,248	+170%	+$2.63M	0.04%	235
2020 Q4	$1.6M	Buy	+33,737	New	+$1.55M	0.01%	331
2020 Q1	–	Sell	-58,384	Closed	-$2.31M	–	436
2019 Q4	$2.31M	Buy	+58,384	New	+$2.19M	0.02%	195
2019 Q1	–	Sell	-13,364	Closed	-$368K	–	337
2018 Q4	$368K	Buy	+13,364	New	+$378K	﹤0.01%	441
2015 Q4	–	Sell	-19,424	Closed	-$301K	–	292
2015 Q3	$301K	Buy	+19,424	New	+$319K	﹤0.01%	396

Other funds holding BRO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Principal Financial Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return