Fosun International’s Brown & Brown BRO Stock Holding History

Fosun International’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 Q4	–	Sell	-6,750	Closed	-$471K	–	48
2023 Q3	$471K	Sell	6,750 -3,000	-31%	-$214K	0.08%	56
2023 Q2	$671K	Hold	9,750	–	–	0.09%	45
2023 Q1	$560K	Buy	9,750 +4,000	+70%	+$230K	0.05%	50
2022 Q4	$328K	Buy	+5,750	New	+$336K	0.03%	60

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fosun International's BRO Position: Q4 2023 in Review

Fosun International sold out of Brown & Brown (BRO) in Q4 2023, closing a stake of 6,750 shares — an estimated $471K sold.

Fosun International first reported a position in BRO in Q4 2022 and held it in 4 quarters. The position peaked at $671K in Q2 2023. 684 funds tracked by Wall St. Rank hold BRO as of Q4 2023.

Fosun International reported no remaining Brown & Brown position as of Q4 2023 after selling out during the quarter.
Fosun International sold 6,750 Brown & Brown shares in Q4 2023, an estimated $471K.
Fosun International first reported a position in Brown & Brown in Q4 2022 and held it in 4 quarters.
Fosun International's Brown & Brown position peaked at $671K in Q2 2023.
684 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2023.

Based on Fosun International's 13F filing for Q4 2023, filed 7 Feb 2024.