FJ Investments’s Brown & Brown BRO Stock Holding History

FJ Investments’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	-4,102	Closed	-$292K	–	62
2023 Q4	$292K	Buy	+4,102	New	+$293K	0.01%	396

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FJ Investments's BRO Position: Q1 2024 in Review

FJ Investments sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 4,102 shares — an estimated $292K sold.

FJ Investments first reported a position in BRO in Q4 2023 and held it in 1 quarter. The position peaked at $292K in Q4 2023. 715 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

FJ Investments reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 4,102 Brown & Brown shares in Q1 2024, an estimated $292K.
FJ Investments first reported a position in Brown & Brown in Q4 2023 and held it in 1 quarter.
FJ Investments's Brown & Brown position peaked at $292K in Q4 2023.
715 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.