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FMFE Wealth Management’s Brown & Brown BRO Stock Holding History

FMFE Wealth Management’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 		$941K Hold
10,528
– – 0.87% 8
2024
Q1 		$922K Hold
10,528
– – 0.85% 8
2023
Q4 		$749K Buy
+10,528
New +$752K 0.74% 8

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
Select Equity Group
Select Equity Group New York $19.5B 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 $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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FMFE Wealth Management's BRO Position: Q2 2024 in Review

FMFE Wealth Management held its Brown & Brown (BRO) position steady in Q2 2024 at 10,528 shares worth $941K. The position accounts for 0.87% of the portfolio, ranked #8.

FMFE Wealth Management first reported a position in BRO in Q4 2023 and has held it in 3 quarters since. 756 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

  • FMFE Wealth Management held 10,528 shares of Brown & Brown worth $941K as of Q2 2024.
  • FMFE Wealth Management left its Brown & Brown share count unchanged in Q2 2024.
  • Brown & Brown made up 0.87% of FMFE Wealth Management's portfolio in Q2 2024, its #8 holding.
  • FMFE Wealth Management first reported a position in Brown & Brown in Q4 2023 and has held it in 3 quarters since.
  • 756 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.