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Flagship Harbor Advisors’s Brown & Brown BRO Stock Holding History

Flagship Harbor 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
Q2 		– Sell
-2,362
Closed -$207K – 694
2024
Q1 		$207K Buy
+2,362
New +$190K 0.01% 630
2020
Q4 		– Sell
-446
Closed -$20K – 695
2020
Q3 		$20K Sell
446
-176
-28% -$7.85K ﹤0.01% 1141
2020
Q2 		$25K Buy
622
+177
+40% +$6.83K ﹤0.01% 1065
2020
Q1 		$16K Buy
445
+1
+0.2% +$42 ﹤0.01% 1094
2019
Q4 		$18K Buy
444
+254
+134% +$9.54K ﹤0.01% 1137
2019
Q3 		$6K Buy
+190
New +$6.8K ﹤0.01% 1421

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 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
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 $761B 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return