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Disciplined Investments’s Brown & Brown BRO Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-34
Closed -$2.34K – 301
2023
Q2 		$2.34K Buy
34
+3
+10% +$191 ﹤0.01% 605
2023
Q1 		$1.78K Sell
31
-3
-9% -$172 ﹤0.01% 718
2022
Q4 		$1.94K Buy
34
+4
+13% +$234 ﹤0.01% 634
2022
Q3 		$2K Sell
30
-17
-36% -$1.07K ﹤0.01% 585
2022
Q2 		$3K Buy
47
+6
+15% +$368 ﹤0.01% 519
2022
Q1 		$3K Buy
+41
New +$2.75K ﹤0.01% 546

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Disciplined Investments's BRO Position: Q3 2023 in Review

Disciplined Investments sold out of Brown & Brown (BRO) in Q3 2023, closing a stake of 34 shares — an estimated $2.34K sold.

Disciplined Investments first reported a position in BRO in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 628 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

  • Disciplined Investments reported no remaining Brown & Brown position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 34 Brown & Brown shares in Q3 2023, an estimated $2.34K.
  • Disciplined Investments first reported a position in Brown & Brown in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Brown & Brown position peaked at $3K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.