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Gerber Kawasaki Wealth & Investment Management’s Brown & Brown BRO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-379
Closed -$21K – 397
2021
Q3 		$21K Buy
+379
New +$21.1K ﹤0.01% 494

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BRO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Brown & Brown (BRO) in Q4 2021, closing a stake of 379 shares — an estimated $21K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BRO in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 553 funds tracked by Wall St. Rank hold BRO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Brown & Brown position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 379 Brown & Brown shares in Q4 2021, an estimated $21K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Brown & Brown in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Brown & Brown position peaked at $21K in Q3 2021.
  • 553 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.