Edge Capital Group’s Brown & Brown BRO Stock Holding History

Edge Capital Group’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 Q4	–	Sell	-66	Closed	-$4K	–	387
2022 Q3	$4K	Sell	66 -63,947	-100%	-$4.02M	﹤0.01%	345
2022 Q2	$10.8M	Buy	+64,013	New	+$3.93M	0.93%	25

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

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

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

Edge Capital Group's BRO Position: Q4 2022 in Review

Edge Capital Group sold out of Brown & Brown (BRO) in Q4 2022, closing a stake of 66 shares — an estimated $4K sold.

Edge Capital Group first reported a position in BRO in Q2 2022 and held it in 2 quarters. The position peaked at $10.8M in Q2 2022. 571 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

Edge Capital Group reported no remaining Brown & Brown position as of Q4 2022 after selling out during the quarter.
Edge Capital Group sold 66 Brown & Brown shares in Q4 2022, an estimated $4K.
Edge Capital Group first reported a position in Brown & Brown in Q2 2022 and held it in 2 quarters.
Edge Capital Group's Brown & Brown position peaked at $10.8M in Q2 2022.
571 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Edge Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.