FNY Investment Advisers’s Brown & Brown BRO Stock Holding History

FNY Investment Advisers’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 Q1	–	Sell	-348	Closed	-$19K	–	573
2022 Q4	$19K	Sell	348 -507	-59%	-$29.6K	0.03%	255
2022 Q3	$51K	Buy	+855	New	+$53.8K	0.04%	215
2019 Q4	–	Sell	-611	Closed	-$22K	–	835
2019 Q3	$22K	Buy	+611	New	+$21.9K	0.01%	492
2018 Q3	–	Sell	-58	Closed	-$1K	–	928
2018 Q2	$1K	Buy	+58	New	+$1.58K	﹤0.01%	893

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FNY Investment Advisers's BRO Position: Q1 2023 in Review

FNY Investment Advisers sold out of Brown & Brown (BRO) in Q1 2023, closing a stake of 348 shares — an estimated $19K sold.

FNY Investment Advisers first reported a position in BRO in Q2 2018 and held it in 4 quarters. The position peaked at $51K in Q3 2022. 567 funds tracked by Wall St. Rank hold BRO as of Q1 2023.

FNY Investment Advisers reported no remaining Brown & Brown position as of Q1 2023 after selling out during the quarter.
FNY Investment Advisers sold 348 Brown & Brown shares in Q1 2023, an estimated $19K.
FNY Investment Advisers first reported a position in Brown & Brown in Q2 2018 and held it in 4 quarters.
FNY Investment Advisers's Brown & Brown position peaked at $51K in Q3 2022.
567 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2023.

Based on FNY Investment Advisers's 13F filing for Q1 2023, filed 12 Apr 2023.