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 $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $761B 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