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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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDx Advisors's BRO Position: Q1 2024 in Review

FDx Advisors sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 4,436 shares — an estimated $315K sold.

FDx Advisors first reported a position in BRO in Q3 2014 and held it in 10 quarters. The position peaked at $2.21M in Q3 2017. 716 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • FDx Advisors reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 4,436 Brown & Brown shares in Q1 2024, an estimated $315K.
  • FDx Advisors first reported a position in Brown & Brown in Q3 2014 and held it in 10 quarters.
  • FDx Advisors's Brown & Brown position peaked at $2.21M in Q3 2017.
  • 716 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.