Disciplined Equity Management’s Brown & Brown BRO Stock Holding History

Disciplined Equity 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
2022 Q3	–	Sell	-4,870	Closed	-$284K	–	53
2022 Q2	$284K	Buy	+4,870	New	+$299K	0.26%	40

Other funds holding BRO

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Disciplined Equity Management's BRO Position: Q3 2022 in Review

Disciplined Equity Management sold out of Brown & Brown (BRO) in Q3 2022, closing a stake of 4,870 shares — an estimated $284K sold.

Disciplined Equity Management first reported a position in BRO in Q2 2022 and held it in 1 quarter. The position peaked at $284K in Q2 2022. 566 funds tracked by Wall St. Rank hold BRO as of Q3 2022.

Disciplined Equity Management reported no remaining Brown & Brown position as of Q3 2022 after selling out during the quarter.
Disciplined Equity Management sold 4,870 Brown & Brown shares in Q3 2022, an estimated $284K.
Disciplined Equity Management first reported a position in Brown & Brown in Q2 2022 and held it in 1 quarter.
Disciplined Equity Management's Brown & Brown position peaked at $284K in Q2 2022.
566 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2022.

Based on Disciplined Equity Management's 13F filing for Q3 2022, filed 14 Oct 2022.