EARNEST Partners’s Brown & Brown BRO Stock Holding History

EARNEST Partners’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	-26	Closed	-$1.82K	–	400
2023 Q3	$1.82K	Hold	26	–	–	﹤0.01%	1003
2023 Q2	$1.79K	Hold	26	–	–	﹤0.01%	1013
2023 Q1	$1.49K	Hold	26	–	–	﹤0.01%	1026
2022 Q4	$1.48K	Hold	26	–	–	﹤0.01%	1036
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	947
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	968
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	999
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	1008
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	1093
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	1096
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	1105
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	1088
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	1039
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	1020
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	970
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	1080
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	1062
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	1080
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	1086
2018 Q4	$1K	Hold	26	–	–	﹤0.01%	1063
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	1100
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	1107
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	1083
2017 Q4	$1K	Buy	+26	New	+$653	﹤0.01%	1078
2017 Q1	–	Sell	-26	Closed	-$1K	–	338
2016 Q4	$1K	Buy	+26	New	+$528	﹤0.01%	1019

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 $3.37T AUM 44.26% 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

EARNEST Partners's BRO Position: Q4 2023 in Review

EARNEST Partners sold out of Brown & Brown (BRO) in Q4 2023, closing a stake of 26 shares — an estimated $1.82K sold.

EARNEST Partners first reported a position in BRO in Q4 2016 and held it in 25 quarters. The position peaked at $2K in Q3 2022. 684 funds tracked by Wall St. Rank hold BRO as of Q4 2023.

EARNEST Partners reported no remaining Brown & Brown position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 26 Brown & Brown shares in Q4 2023, an estimated $1.82K.
EARNEST Partners first reported a position in Brown & Brown in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Brown & Brown position peaked at $2K in Q3 2022.
684 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.