First Capital Advisors Group’s Brown & Brown BRO Stock Holding History

First Capital Advisors 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
2023 Q2	$26.2K	Buy	+380	New	+$24.2K	0.01%	381
2018 Q2	–	Sell	-1,600	Closed	-$41K	–	248
2018 Q1	$41K	Buy	+1,600	New	+$41.8K	0.02%	299

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

First Capital Advisors Group's BRO Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Brown & Brown (BRO) in Q2 2023: 380 shares worth $26.2K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in BRO as recently as Q1 2018.

First Capital Advisors Group first reported a position in BRO in Q1 2018 and has held it in 2 quarters since. The position peaked at $41K in Q1 2018. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

First Capital Advisors Group held 380 shares of Brown & Brown worth $26.2K as of Q2 2023.
Brown & Brown was a new First Capital Advisors Group position in Q2 2023.
Brown & Brown made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #381 holding.
First Capital Advisors Group first reported a position in Brown & Brown in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Brown & Brown position peaked at $41K in Q1 2018.
604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.