CFM
BRO icon

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 $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