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Geller Advisors’s Brown & Brown BRO Stock Holding History

Geller 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
2024
Q4 		$766K Buy
+7,513
New +$802K 0.05% 88

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geller Advisors's BRO Position: Q4 2024 in Review

Geller Advisors opened a new position in Brown & Brown (BRO) in Q4 2024: 7,513 shares worth $766K. The stake represents 0.05% of the portfolio and ranks #88 among its holdings.

872 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Geller Advisors held 7,513 shares of Brown & Brown worth $766K as of Q4 2024.
  • Brown & Brown was a new Geller Advisors position in Q4 2024.
  • Brown & Brown made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #88 holding.
  • 872 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.