Foundry Partners’s Brown & Brown BRO Stock Holding History

Foundry Partners’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	-3,071	Closed	-$269K	–	288
2024 Q1	$269K	Hold	3,071	–	–	0.01%	272
2023 Q4	$218K	Hold	3,071	–	–	0.01%	278
2023 Q3	$214K	Sell	3,071 -1,270	-29%	-$90.6K	0.01%	282
2023 Q2	$299K	Hold	4,341	–	–	0.02%	288
2023 Q1	$249K	Sell	4,341 -67	-2%	-$3.85K	0.02%	294
2022 Q4	$251K	Buy	+4,408	New	+$258K	0.01%	288

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Foundry Partners's BRO Position: Q2 2024 in Review

Foundry Partners sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 3,071 shares — an estimated $269K sold.

Foundry Partners first reported a position in BRO in Q4 2022 and held it in 6 quarters. The position peaked at $299K in Q2 2023. 757 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

Foundry Partners reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
Foundry Partners sold 3,071 Brown & Brown shares in Q2 2024, an estimated $269K.
Foundry Partners first reported a position in Brown & Brown in Q4 2022 and held it in 6 quarters.
Foundry Partners's Brown & Brown position peaked at $299K in Q2 2023.
757 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Foundry Partners's 13F filing for Q2 2024, filed 5 Aug 2024.