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Coronation Fund Managers’s Brown & Brown BRO Stock Holding History

Coronation Fund Managers’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
-46,054
Closed -$4.03M – 77
2024
Q1 		$4.03M Buy
46,054
+1,526
+3% +$123K 0.11% 110
2023
Q4 		$3.17M Buy
44,528
+30,994
+229% +$2.22M 0.09% 119
2023
Q3 		$945K Sell
13,534
-1,297
-9% -$92.5K 0.03% 159
2023
Q2 		$1.02M Sell
14,831
-961
-6% -$61.1K 0.03% 162
2023
Q1 		$907K Sell
15,792
-2,279
-13% -$131K 0.02% 171
2022
Q4 		$1.03M Buy
+18,071
New +$1.06M 0.03% 176

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Coronation Fund Managers's BRO Position: Q2 2024 in Review

Coronation Fund Managers sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 46,054 shares — an estimated $4.03M sold.

Coronation Fund Managers first reported a position in BRO in Q4 2022 and held it in 6 quarters. The position peaked at $4.03M in Q1 2024. 757 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

  • Coronation Fund Managers reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
  • Coronation Fund Managers sold 46,054 Brown & Brown shares in Q2 2024, an estimated $4.03M.
  • Coronation Fund Managers first reported a position in Brown & Brown in Q4 2022 and held it in 6 quarters.
  • Coronation Fund Managers's Brown & Brown position peaked at $4.03M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Coronation Fund Managers's 13F filing for Q2 2024, filed 18 Jul 2024.