CP
BRO icon

Castleview Partners’s Brown & Brown BRO Stock Holding History

Castleview 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
Q2 		– Sell
-520
Closed -$45.5K – 929
2024
Q1 		$45.5K Hold
520
– – 0.03% 362
2023
Q4 		$37K Hold
520
– – 0.03% 360
2023
Q3 		$36.3K Hold
520
– – 0.03% 311
2023
Q2 		$35.8K Hold
520
– – 0.03% 303
2023
Q1 		$29.9K Hold
520
– – 0.03% 307
2022
Q4 		$29.6K Sell
520
-245
-32% -$14.3K 0.03% 270
2022
Q3 		$46K Buy
765
+724
+1,766% +$45.6K 0.04% 262
2022
Q2 		$1.36K Sell
41
-1,217
-97% -$74.7K ﹤0.01% 662
2022
Q1 		$90K Sell
1,258
-70,076
-98% -$4.7M 0.06% 249
2021
Q4 		$1.01K Buy
+71,334
New +$4.6M 0.01% 390
2021
Q2 		$54K Buy
+1,015
New +$52.2K 0.02% 392

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return