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Fourpath Capital Management’s Brown & Brown BRO Stock Holding History

Fourpath Capital Management’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
Q4 		– Sell
-70
Closed -$7.25K – 301
2024
Q3 		$7.25K Buy
+70
New +$6.96K ﹤0.01% 529

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Principal Financial Group
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State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fourpath Capital Management's BRO Position: Q4 2024 in Review

Fourpath Capital Management sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 70 shares — an estimated $7.25K sold.

Fourpath Capital Management first reported a position in BRO in Q3 2024 and held it in 1 quarter. The position peaked at $7.25K in Q3 2024. 875 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Fourpath Capital Management reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 70 Brown & Brown shares in Q4 2024, an estimated $7.25K.
  • Fourpath Capital Management first reported a position in Brown & Brown in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Brown & Brown position peaked at $7.25K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.