Carmignac Gestion’s Brown & Brown BRO Stock Holding History

Carmignac Gestion’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 Q4	–	Sell	-9,305	Closed	-$964K	–	153
2024 Q3	$964K	Sell	9,305 -15,500	-62%	-$1.54M	0.02%	133
2024 Q2	$2.22M	Sell	24,805 -6,706	-21%	-$582K	0.04%	106
2024 Q1	$2.76M	Sell	31,511 -15,500	-33%	-$1.25M	0.04%	88
2023 Q4	$3.34M	Buy	47,011 +2,681	+6%	+$192K	0.06%	86
2023 Q3	$3.1M	Hold	44,330	–	–	0.06%	84
2023 Q2	$3.05M	Buy	44,330 +3,794	+9%	+$241K	0.05%	91
2023 Q1	$2.33M	Buy	40,536 +11,062	+38%	+$636K	0.04%	88
2022 Q4	$1.68M	Buy	29,474 +1,638	+6%	+$95.8K	0.03%	96
2022 Q3	$1.68M	Buy	27,836 +407	+1%	+$25.6K	0.04%	82
2022 Q2	$1.6M	Hold	27,429	–	–	0.03%	87
2022 Q1	$1.98M	Hold	27,429	–	–	0.03%	90
2021 Q4	$1.93M	Buy	27,429 +18,064	+193%	+$1.17M	0.03%	103
2021 Q3	$519K	Buy	+9,365	New	+$522K	0.01%	114

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carmignac Gestion's BRO Position: Q4 2024 in Review

Carmignac Gestion sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 9,305 shares — an estimated $964K sold.

Carmignac Gestion first reported a position in BRO in Q3 2021 and held it in 13 quarters. The position peaked at $3.34M in Q4 2023. 874 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

Carmignac Gestion reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
Carmignac Gestion sold 9,305 Brown & Brown shares in Q4 2024, an estimated $964K.
Carmignac Gestion first reported a position in Brown & Brown in Q3 2021 and held it in 13 quarters.
Carmignac Gestion's Brown & Brown position peaked at $3.34M in Q4 2023.
874 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Carmignac Gestion's 13F filing for Q4 2024, filed 13 Feb 2025.