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First Trust Investment Solutions’s Brown & Brown BRO Stock Holding History

First Trust Investment Solutions’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 		$3.07M Buy
+29,600
New +$2.94M 0.35% 67
2024
Q2 		– Sell
-2,900
Closed -$254K – 264
2024
Q1 		$254K Buy
+2,900
New +$233K 0.04% 214

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Investment Solutions's BRO Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in Brown & Brown (BRO) in Q3 2024: 29,600 shares worth $3.07M. The stake represents 0.35% of the portfolio and ranks #67 among its holdings. This is a return to the name: First Trust Investment Solutions previously reported a position in BRO as recently as Q1 2024.

First Trust Investment Solutions first reported a position in BRO in Q1 2024 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

  • First Trust Investment Solutions held 29,600 shares of Brown & Brown worth $3.07M as of Q3 2024.
  • Brown & Brown was a new First Trust Investment Solutions position in Q3 2024.
  • Brown & Brown made up 0.35% of First Trust Investment Solutions's portfolio in Q3 2024, its #67 holding.
  • First Trust Investment Solutions first reported a position in Brown & Brown in Q1 2024 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.