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DoubleLine ETF Adviser’s Brown & Brown BRO Stock Holding History

DoubleLine ETF Adviser’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
Q4 		– Sell
-3,639
Closed -$377K – 165
2024
Q3 		$377K Sell
3,639
-262
-7% -$26.1K 0.09% 165
2024
Q2 		$349K Sell
3,901
-139
-3% -$12.1K 0.09% 148
2024
Q1 		$354K Buy
4,040
+95
+2% +$7.64K 0.09% 169
2023
Q4 		$281K Buy
3,945
+320
+9% +$22.9K 0.08% 179
2023
Q3 		$253K Buy
3,625
+176
+5% +$12.6K 0.09% 146
2023
Q2 		$237K Buy
+3,449
New +$219K 0.09% 145

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DoubleLine ETF Adviser's BRO Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 3,639 shares — an estimated $377K sold.

DoubleLine ETF Adviser first reported a position in BRO in Q2 2023 and held it in 6 quarters. The position peaked at $377K in Q3 2024. 875 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • DoubleLine ETF Adviser reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 3,639 Brown & Brown shares in Q4 2024, an estimated $377K.
  • DoubleLine ETF Adviser first reported a position in Brown & Brown in Q2 2023 and held it in 6 quarters.
  • DoubleLine ETF Adviser's Brown & Brown position peaked at $377K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.