Fifth Lane Capital’s Brown & Brown BRO Stock Holding History

Fifth Lane Capital’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 Q2	–	Sell	-3,168	Closed	-$277K	–	122
2024 Q1	$277K	Buy	+3,168	New	+$255K	0.24%	61

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fifth Lane Capital's BRO Position: Q2 2024 in Review

Fifth Lane Capital sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 3,168 shares — an estimated $277K sold.

Fifth Lane Capital first reported a position in BRO in Q1 2024 and held it in 1 quarter. The position peaked at $277K in Q1 2024. 758 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

Fifth Lane Capital reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
Fifth Lane Capital sold 3,168 Brown & Brown shares in Q2 2024, an estimated $277K.
Fifth Lane Capital first reported a position in Brown & Brown in Q1 2024 and held it in 1 quarter.
Fifth Lane Capital's Brown & Brown position peaked at $277K in Q1 2024.
758 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Fifth Lane Capital's 13F filing for Q2 2024, filed 14 Aug 2024.