FDx Advisors’s Brown & Brown BRO Stock Holding History

FDx Advisors’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 Q1	–	Sell	-4,436	Closed	-$315K	–	387
2023 Q4	$315K	Sell	4,436 -6	-0.1%	-$429	0.02%	512
2023 Q3	$310K	Buy	+4,442	New	+$317K	0.03%	464
2017 Q4	–	Sell	-91,562	Closed	-$2.21M	–	1244
2017 Q3	$2.21M	Sell	91,562 -850	-0.9%	-$19.1K	0.06%	286
2017 Q2	$1.99M	Sell	92,412 -4,102	-4%	-$87.9K	0.06%	295
2017 Q1	$2.01M	Buy	96,514 +16,760	+21%	+$363K	0.06%	280
2016 Q4	$1.79M	Buy	+79,754	New	+$1.62M	0.05%	320
2015 Q4	–	Sell	-19,346	Closed	-$300K	–	867
2015 Q3	$300K	Buy	19,346 +5,416	+39%	+$88.8K	0.03%	620
2015 Q2	$229K	Buy	+13,930	New	+$228K	0.01%	850
2015 Q1	–	Sell	-17,536	Closed	-$289K	–	1874
2014 Q4	$289K	Sell	17,536 -334	-2%	-$5.36K	0.02%	731
2014 Q3	$287K	Buy	+17,870	New	+$283K	0.02%	799

Other funds holding BRO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return