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CWS Financial Advisors’s Brown & Brown BRO Stock Holding History

CWS Financial 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
2024
Q1 		– Sell
-3,181
Closed -$226K – 114
2023
Q4 		$226K Sell
3,181
-983
-24% -$70.3K 0.08% 135
2023
Q3 		$291K Sell
4,164
-515
-11% -$36.7K 0.12% 115
2023
Q2 		$322K Hold
4,679
– – 0.12% 112
2023
Q1 		$269K Sell
4,679
-2,468
-35% -$142K 0.11% 119
2022
Q4 		$327K Buy
7,147
+2,209
+45% +$129K 0.14% 100
2022
Q3 		$299K Sell
4,938
-12
-0.2% -$755 0.14% 106
2022
Q2 		$289K Sell
4,950
-1,537
-24% -$94.3K 0.13% 113
2022
Q1 		$469K Sell
6,487
-613
-9% -$41.1K 0.18% 86
2021
Q4 		$499K Buy
+7,100
New +$458K 0.18% 86
2021
Q2 		$389K Buy
7,322
+175
+2% +$9K 0.16% 96
2021
Q1 		$327K Buy
7,147
+130
+2% +$5.97K 0.14% 100
2020
Q4 		$333K Sell
7,017
-45
-0.6% -$2.07K 0.19% 94
2020
Q3 		$320K Hold
7,062
– – 0.21% 90
2020
Q2 		$288K Sell
7,062
-699
-9% -$27K 0.21% 99
2020
Q1 		$306K Hold
7,761
– – 0.23% 86
2019
Q4 		$306K Buy
+7,761
New +$291K 0.22% 86

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

CWS Financial Advisors's BRO Position: Q1 2024 in Review

CWS Financial Advisors sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 3,181 shares — an estimated $226K sold.

CWS Financial Advisors first reported a position in BRO in Q4 2019 and held it in 16 quarters. The position peaked at $499K in Q4 2021. 716 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • CWS Financial Advisors reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 3,181 Brown & Brown shares in Q1 2024, an estimated $226K.
  • CWS Financial Advisors first reported a position in Brown & Brown in Q4 2019 and held it in 16 quarters.
  • CWS Financial Advisors's Brown & Brown position peaked at $499K in Q4 2021.
  • 716 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.