Column Capital Advisors’s Brown & Brown BRO Stock Holding History

Column Capital Advisors’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
2023 Q3	$134K	Buy	1,917 +16	+0.8%	+$1.14K	0.02%	184
2023 Q2	$131K	Hold	1,901	–	–	0.02%	190
2023 Q1	$109K	Hold	1,901	–	–	0.02%	209
2022 Q4	$108K	Hold	1,901	–	–	0.02%	195
2022 Q3	$115K	Hold	1,901	–	–	0.02%	169
2022 Q2	$111K	Buy	1,901 +199	+12%	+$12.2K	0.02%	170
2022 Q1	$123K	Hold	1,702	–	–	0.02%	167
2021 Q4	$120K	Hold	1,702	–	–	0.02%	182
2021 Q3	$94K	Sell	1,702 -243	-12%	-$13.5K	0.02%	194
2021 Q2	$103K	Sell	1,945 -161	-8%	-$8.28K	0.02%	184
2021 Q1	$96K	Buy	2,106 +57	+3%	+$2.62K	0.02%	182
2020 Q4	$97K	Buy	2,049 +411	+25%	+$18.9K	0.02%	168
2020 Q3	$74K	Hold	1,638	–	–	0.02%	188
2020 Q2	$66K	Buy	1,638 +362	+28%	+$14K	0.02%	203
2020 Q1	$46K	Buy	+1,276	New	+$53.9K	0.02%	207

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Column Capital Advisors's BRO Position: Q3 2023 in Review

Column Capital Advisors increased its Brown & Brown (BRO) stake by 0.84% in Q3 2023, buying an estimated $1.14K and bringing the position to 1,917 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #184.

Column Capital Advisors first reported a position in BRO in Q1 2020 and has held it in 15 quarters since. 628 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

Column Capital Advisors held 1,917 shares of Brown & Brown worth $134K as of Q3 2023.
Column Capital Advisors bought 16 Brown & Brown shares in Q3 2023, an estimated $1.14K.
Brown & Brown made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #184 holding.
Column Capital Advisors first reported a position in Brown & Brown in Q1 2020 and has held it in 15 quarters since.
628 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.