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Cassady Schiller Wealth Management’s Brown & Brown BRO Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$1.94K Buy
+19
New +$2.03K ﹤0.01% 584
2023
Q1 		– Sell
-59
Closed -$3.36K – 467
2022
Q4 		$3.36K Buy
+59
New +$3.45K ﹤0.01% 389

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's BRO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Brown & Brown (BRO) in Q4 2024: 19 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in BRO as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in BRO in Q4 2022 and has held it in 2 quarters since. The position peaked at $3.36K in Q4 2022. 872 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Cassady Schiller Wealth Management held 19 shares of Brown & Brown worth $1.94K as of Q4 2024.
  • Brown & Brown was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Brown & Brown made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #584 holding.
  • Cassady Schiller Wealth Management first reported a position in Brown & Brown in Q4 2022 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Brown & Brown position peaked at $3.36K in Q4 2022.
  • 872 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.