Desjardins Global Asset Management’s Brown & Brown BRO Stock Holding History

Desjardins Global Asset Management’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 Q4	$68.4K	Buy	962 +13	+1%	+$929	0.01%	501
2023 Q3	$66.3K	Sell	949 -449	-32%	-$32K	0.01%	514
2023 Q2	$96.2K	Buy	1,398 +343	+33%	+$21.8K	0.01%	495
2023 Q1	$61K	Buy	+1,055	New	+$60.6K	0.01%	508

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Desjardins Global Asset Management's BRO Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Brown & Brown (BRO) stake by 1.4% in Q4 2023, buying an estimated $929 and bringing the position to 962 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #501.

Desjardins Global Asset Management first reported a position in BRO in Q1 2023 and has held it in 4 quarters since. The position peaked at $96.2K in Q2 2023. 682 funds tracked by Wall St. Rank hold BRO as of Q4 2023.

Desjardins Global Asset Management held 962 shares of Brown & Brown worth $68.4K as of Q4 2023.
Desjardins Global Asset Management bought 13 Brown & Brown shares in Q4 2023, an estimated $929.
Brown & Brown made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #501 holding.
Desjardins Global Asset Management first reported a position in Brown & Brown in Q1 2023 and has held it in 4 quarters since.
Desjardins Global Asset Management's Brown & Brown position peaked at $96.2K in Q2 2023.
682 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.