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Brookfield Corp’s Brown & Brown BRO Stock Holding History

Brookfield Corp’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
Q3 		– Sell
-208,206
Closed -$14.3M – 179
2023
Q2 		$14.3M Sell
208,206
-174,561
-46% -$11.1M 0.06% 123
2023
Q1 		$22M Buy
+382,767
New +$22M 0.08% 97
2022
Q4 		– Sell
-334,325
Closed -$20.2M – 598
2022
Q3 		$20.2M Sell
334,325
-16,551
-5% -$1.04M 0.07% 97
2022
Q2 		$20.5M Buy
350,876
+201,497
+135% +$12.4M 0.09% 92
2022
Q1 		$10.8M Buy
+149,379
New +$10M 0.04% 143
2021
Q4 		– Sell
-9,485
Closed -$526K – 641
2021
Q3 		$526K Sell
9,485
-37,214
-80% -$2.07M ﹤0.01% 470
2021
Q2 		$2.48M Buy
+46,699
New +$2.4M 0.01% 324

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return