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 $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return