Buckingham Strategic Wealth’s Brown & Brown BRO Stock Holding History

Buckingham Strategic Wealth’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 Q2	$357K	Buy	3,998 +30	+0.8%	+$2.6K	﹤0.01%	549
2024 Q1	$347K	Buy	3,968 +125	+3%	+$10K	﹤0.01%	547
2023 Q4	$273K	Sell	3,843 -971	-20%	-$69.4K	﹤0.01%	593
2023 Q3	$336K	Sell	4,814 -261	-5%	-$18.6K	﹤0.01%	509
2023 Q2	$349K	Buy	5,075 +461	+10%	+$29.3K	0.01%	501
2023 Q1	$263K	Hold	4,614	–	–	﹤0.01%	508
2022 Q4	$263K	Hold	4,614	–	–	﹤0.01%	510
2022 Q3	$279K	Sell	4,614 -235	-5%	-$14.8K	0.01%	482
2022 Q2	$283K	Buy	4,849 +182	+4%	+$11.2K	0.01%	477
2022 Q1	$337K	Sell	4,667 -31	-0.7%	-$2.08K	0.01%	442
2021 Q4	$330K	Buy	4,698 +41	+0.9%	+$2.65K	0.01%	454
2021 Q3	$258K	Hold	4,657	–	–	0.01%	498
2021 Q2	$247K	Hold	4,657	–	–	0.01%	506
2021 Q1	$213K	Hold	4,657	–	–	0.01%	508
2020 Q4	$221K	Buy	+4,657	New	+$214K	0.01%	487

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Buckingham Strategic Wealth's BRO Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Brown & Brown (BRO) stake by 0.76% in Q2 2024, buying an estimated $2.6K and bringing the position to 3,998 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Buckingham Strategic Wealth first reported a position in BRO in Q4 2020 and has held it in 15 quarters since. 757 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

Buckingham Strategic Wealth held 3,998 shares of Brown & Brown worth $357K as of Q2 2024.
Buckingham Strategic Wealth bought 30 Brown & Brown shares in Q2 2024, an estimated $2.6K.
Brown & Brown made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #549 holding.
Buckingham Strategic Wealth first reported a position in Brown & Brown in Q4 2020 and has held it in 15 quarters since.
757 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.