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Carmel Capital Partners’s Brown & Brown BRO Stock Holding History

Carmel Capital Partners’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
Q3 		– Sell
-2,850
Closed -$255K – 169
2024
Q2 		$255K Hold
2,850
– – 0.11% 129
2024
Q1 		$249K Sell
2,850
-312
-10% -$25.1K 0.1% 134
2023
Q4 		$225K Buy
3,162
+1,250
+65% +$89.3K 0.11% 140
2023
Q3 		$134K Sell
1,912
-1,250
-40% -$89.1K 0.06% 176
2023
Q2 		$218K Hold
3,162
– – 0.11% 109
2023
Q1 		$182K Buy
+3,162
New +$182K 0.11% 135

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Carmel Capital Partners's BRO Position: Q3 2024 in Review

Carmel Capital Partners sold out of Brown & Brown (BRO) in Q3 2024, closing a stake of 2,850 shares — an estimated $255K sold.

Carmel Capital Partners first reported a position in BRO in Q1 2023 and held it in 6 quarters. The position peaked at $255K in Q2 2024. 820 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

  • Carmel Capital Partners reported no remaining Brown & Brown position as of Q3 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 2,850 Brown & Brown shares in Q3 2024, an estimated $255K.
  • Carmel Capital Partners first reported a position in Brown & Brown in Q1 2023 and held it in 6 quarters.
  • Carmel Capital Partners's Brown & Brown position peaked at $255K in Q2 2024.
  • 820 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on Carmel Capital Partners's 13F filing for Q3 2024, filed 1 Nov 2024.