Eagle Asset Management’s Brown & Brown BRO Stock Holding History

Eagle 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	–	Sell	-37,357	Closed	-$2.61M	–	564
2023 Q3	$2.61M	Sell	37,357 -1,533	-4%	-$109K	0.02%	413
2023 Q2	$2.68M	Sell	38,890 -687	-2%	-$43.7K	0.01%	419
2023 Q1	$2.27M	Sell	39,577 -423	-1%	-$24.3K	0.01%	426
2022 Q4	$2.27M	Buy	40,000 +63	+0.2%	+$3.68K	0.01%	419
2022 Q3	$2.42M	Buy	39,937 +9,050	+29%	+$569K	0.02%	423
2022 Q2	$1.8M	Buy	+30,887	New	+$1.9M	0.01%	445
2014 Q2	–	Sell	-159,072	Closed	-$2.45M	–	633
2014 Q1	$2.45M	Hold	159,072	–	–	0.01%	594
2013 Q4	$2.5M	Hold	159,072	–	–	0.01%	560
2013 Q3	$2.56M	Sell	159,072 -40,910	-20%	-$668K	0.01%	606
2013 Q2	$3.22M	Buy	+199,982	New	+$3.16M	0.02%	536

Other funds holding BRO

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Eagle Asset Management's BRO Position: Q4 2023 in Review

Eagle Asset Management sold out of Brown & Brown (BRO) in Q4 2023, closing a stake of 37,357 shares — an estimated $2.61M sold.

Eagle Asset Management first reported a position in BRO in Q2 2013 and held it in 10 quarters. The position peaked at $3.22M in Q2 2013. 684 funds tracked by Wall St. Rank hold BRO as of Q4 2023.

Eagle Asset Management reported no remaining Brown & Brown position as of Q4 2023 after selling out during the quarter.
Eagle Asset Management sold 37,357 Brown & Brown shares in Q4 2023, an estimated $2.61M.
Eagle Asset Management first reported a position in Brown & Brown in Q2 2013 and held it in 10 quarters.
Eagle Asset Management's Brown & Brown position peaked at $3.22M in Q2 2013.
684 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2023.

Based on Eagle Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.