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FinTrust Capital Advisors’s Brown & Brown BRO Stock Holding History

FinTrust Capital 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
Q3 		$14.1K Hold
136
– – ﹤0.01% 874
2024
Q2 		$12.2K Buy
+136
New +$11.8K ﹤0.01% 867

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FinTrust Capital Advisors's BRO Position: Q3 2024 in Review

FinTrust Capital Advisors held its Brown & Brown (BRO) position steady in Q3 2024 at 136 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

FinTrust Capital Advisors first reported a position in BRO in Q2 2024 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

  • FinTrust Capital Advisors held 136 shares of Brown & Brown worth $14.1K as of Q3 2024.
  • FinTrust Capital Advisors left its Brown & Brown share count unchanged in Q3 2024.
  • Brown & Brown made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #874 holding.
  • FinTrust Capital Advisors first reported a position in Brown & Brown in Q2 2024 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.