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Grey Fox Wealth Advisors’s Brown & Brown BRO Stock Holding History

Grey Fox Wealth 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
2023
Q2 		– Sell
-24
Closed -$1.38K – 156
2023
Q1 		$1.38K Buy
+24
New +$1.38K ﹤0.01% 439

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 $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Grey Fox Wealth Advisors's BRO Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2023, closing a stake of 24 shares — an estimated $1.38K sold.

Grey Fox Wealth Advisors first reported a position in BRO in Q1 2023 and held it in 1 quarter. The position peaked at $1.38K in Q1 2023. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Brown & Brown position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 24 Brown & Brown shares in Q2 2023, an estimated $1.38K.
  • Grey Fox Wealth Advisors first reported a position in Brown & Brown in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Brown & Brown position peaked at $1.38K in Q1 2023.
  • 604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.