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Cetera Advisor Networks’s Brown & Brown BRO Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.04M Sell
11,884
-130
-1% -$10.5K 0.01% 1444
2023
Q4 		$854K Buy
12,014
+2,524
+27% +$180K ﹤0.01% 1473
2023
Q3 		$663K Buy
9,490
+1,225
+15% +$87.4K ﹤0.01% 1568
2023
Q2 		$569K Buy
8,265
+2,653
+47% +$169K ﹤0.01% 1630
2023
Q1 		$322K Buy
5,612
+507
+10% +$29.1K ﹤0.01% 2010
2022
Q4 		$291K Buy
5,105
+885
+21% +$51.8K ﹤0.01% 2012
2022
Q3 		$255K Buy
4,220
+252
+6% +$15.9K ﹤0.01% 1709
2022
Q2 		$231K Sell
3,968
-3,335
-46% -$205K ﹤0.01% 1764
2022
Q1 		$528K Buy
7,303
+2,387
+49% +$160K 0.01% 1262
2021
Q4 		$346K Buy
+4,916
New +$317K ﹤0.01% 1524
2021
Q3 		– Sell
-4,439
Closed -$236K – 1961
2021
Q2 		$236K Sell
4,439
-15
-0.3% -$771 ﹤0.01% 1663
2021
Q1 		$204K Buy
+4,454
New +$204K ﹤0.01% 1364
2020
Q3 		– Sell
-1,128
Closed -$46K – 1439
2020
Q2 		$46K Buy
+1,128
New +$43.5K ﹤0.01% 1940

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $3.37T AUM 44.26% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisor Networks's BRO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Brown & Brown (BRO) stake by 1.1% in Q1 2024, selling an estimated $10.5K and leaving 11,884 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1444.

Cetera Advisor Networks first reported a position in BRO in Q2 2020 and has held it in 13 quarters since. 717 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • Cetera Advisor Networks held 11,884 shares of Brown & Brown worth $1.04M as of Q1 2024.
  • Cetera Advisor Networks sold 130 Brown & Brown shares in Q1 2024, an estimated $10.5K.
  • Brown & Brown made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1444 holding.
  • Cetera Advisor Networks first reported a position in Brown & Brown in Q2 2020 and has held it in 13 quarters since.
  • 717 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.