Bruderman Asset Management’s Brown & Brown BRO Stock Holding History

Bruderman Asset 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
2022 Q2	$200K	Sell	3,434 -218	-6%	-$13.4K	0.36%	62
2022 Q1	$266K	Sell	3,652 -867	-19%	-$58.1K	0.4%	58
2021 Q4	$315K	Sell	4,519 -2,497	-36%	-$161K	0.24%	75
2021 Q3	$389K	Buy	7,016 +779	+12%	+$43.4K	0.1%	90
2021 Q2	$332K	Buy	6,237 +415	+7%	+$21.3K	0.1%	61
2021 Q1	$266K	Buy	5,822 +269	+5%	+$12.3K	0.07%	99
2020 Q4	$263K	Buy	5,553 +1,002	+22%	+$46.1K	0.08%	91
2020 Q3	$206K	Buy	+4,551	New	+$203K	0.07%	91
2019 Q2	–	Sell	-3,830	Closed	-$113K	–	171
2019 Q1	$113K	Buy	3,830 +353	+10%	+$10.1K	0.02%	181
2018 Q4	$96K	Sell	3,477 -475	-12%	-$13.4K	0.02%	178
2018 Q3	$117K	Sell	3,952 -259	-6%	-$7.7K	0.03%	142
2018 Q2	$117K	Buy	+4,211	New	+$115K	0.03%	151

Other funds holding BRO

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bruderman Asset Management's BRO Position: Q2 2022 in Review

Bruderman Asset Management reduced its Brown & Brown (BRO) stake by 6% in Q2 2022, selling an estimated $13.4K and leaving 3,434 shares worth $200K. The position accounts for 0.36% of the portfolio, ranked #62.

Bruderman Asset Management first reported a position in BRO in Q2 2018 and has held it in 12 quarters since. The position peaked at $389K in Q3 2021. 574 funds tracked by Wall St. Rank hold BRO as of Q2 2022.

Bruderman Asset Management held 3,434 shares of Brown & Brown worth $200K as of Q2 2022.
Bruderman Asset Management sold 218 Brown & Brown shares in Q2 2022, an estimated $13.4K.
Brown & Brown made up 0.36% of Bruderman Asset Management's portfolio in Q2 2022, its #62 holding.
Bruderman Asset Management first reported a position in Brown & Brown in Q2 2018 and has held it in 12 quarters since.
Bruderman Asset Management's Brown & Brown position peaked at $389K in Q3 2021.
574 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.