Graves Light Lenhart Wealth’s Brown & Brown BRO Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-800	Closed	-$47K	–	223
2022 Q2	$47K	Hold	800	–	–	0.01%	314
2022 Q1	$58K	Sell	800 -1,699	-68%	-$114K	0.01%	337
2021 Q4	$176K	Hold	2,499	–	–	0.03%	205
2021 Q3	$139K	Hold	2,499	–	–	0.02%	222
2021 Q2	$133K	Sell	2,499 -396	-14%	-$20.4K	0.02%	233
2021 Q1	$132K	Hold	2,895	–	–	0.02%	229
2020 Q4	$137K	Buy	+2,895	New	+$133K	0.03%	213

Other funds holding BRO

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Graves Light Lenhart Wealth's BRO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Brown & Brown (BRO) in Q3 2022, closing a stake of 800 shares — an estimated $47K sold.

Graves Light Lenhart Wealth first reported a position in BRO in Q4 2020 and held it in 7 quarters. The position peaked at $176K in Q4 2021. 566 funds tracked by Wall St. Rank hold BRO as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Brown & Brown position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 800 Brown & Brown shares in Q3 2022, an estimated $47K.
Graves Light Lenhart Wealth first reported a position in Brown & Brown in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Brown & Brown position peaked at $176K in Q4 2021.
566 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.