Fortis Capital Advisors’s Brown & Brown BRO Stock Holding History

Fortis Capital 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
2023 Q2	–	Sell	-52	Closed	-$2.99K	–	170
2023 Q1	$2.99K	Buy	52 +1	+2%	+$57	﹤0.01%	541
2022 Q4	$2.9K	Buy	+51	New	+$2.98K	﹤0.01%	558

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fortis Capital Advisors's BRO Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Brown & Brown (BRO) in Q2 2023, closing a stake of 52 shares — an estimated $2.99K sold.

Fortis Capital Advisors first reported a position in BRO in Q4 2022 and held it in 2 quarters. The position peaked at $2.99K in Q1 2023. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

Fortis Capital Advisors reported no remaining Brown & Brown position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 52 Brown & Brown shares in Q2 2023, an estimated $2.99K.
Fortis Capital Advisors first reported a position in Brown & Brown in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's Brown & Brown position peaked at $2.99K in Q1 2023.
604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.