Global Wealth Management Investment Advisory’s Brown & Brown BRO Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-720	Closed	-$51.2K	–	178
2023 Q4	$51.2K	Hold	720	–	–	0.01%	189
2023 Q3	$50.3K	Hold	720	–	–	0.01%	191
2023 Q2	$49.6K	Buy	+720	New	+$45.8K	0.01%	193
2022 Q3	–	Sell	-720	Closed	-$42K	–	182
2022 Q2	$42K	Hold	720	–	–	0.01%	190
2022 Q1	$52K	Buy	+720	New	+$48.3K	0.02%	186
2020 Q3	–	Sell	-52,362	Closed	-$2.13M	–	464
2020 Q2	$2.13M	Hold	52,362	–	–	0.91%	37
2020 Q1	$1.9M	Sell	52,362 -1,000	-2%	-$42.3K	0.96%	36
2019 Q4	$2.11M	Hold	53,362	–	–	0.89%	37
2019 Q3	$1.92M	Sell	53,362 -2,500	-4%	-$89.4K	0.88%	46
2019 Q2	$1.87M	Hold	55,862	–	–	0.91%	37
2019 Q1	$1.65M	Hold	55,862	–	–	0.86%	41
2018 Q4	$1.54M	Buy	+55,862	New	+$1.58M	0.9%	43

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's BRO Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 720 shares — an estimated $51.2K sold.

Global Wealth Management Investment Advisory first reported a position in BRO in Q4 2018 and held it in 12 quarters. The position peaked at $2.13M in Q2 2020. 716 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 720 Brown & Brown shares in Q1 2024, an estimated $51.2K.
Global Wealth Management Investment Advisory first reported a position in Brown & Brown in Q4 2018 and held it in 12 quarters.
Global Wealth Management Investment Advisory's Brown & Brown position peaked at $2.13M in Q2 2020.
716 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.