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GYL Financial Synergies’s Brown & Brown BRO Stock Holding History

GYL Financial Synergies’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
Q3 		$306K Sell
2,953
-85
-3% -$8.45K 0.02% 292
2024
Q2 		$272K Sell
3,038
-70
-2% -$6.08K 0.02% 306
2024
Q1 		$272K Buy
3,108
+71
+2% +$5.71K 0.02% 310
2023
Q4 		$216K Buy
+3,037
New +$217K 0.02% 342

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GYL Financial Synergies's BRO Position: Q3 2024 in Review

GYL Financial Synergies reduced its Brown & Brown (BRO) stake by 2.8% in Q3 2024, selling an estimated $8.45K and leaving 2,953 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #292.

GYL Financial Synergies first reported a position in BRO in Q4 2023 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

  • GYL Financial Synergies held 2,953 shares of Brown & Brown worth $306K as of Q3 2024.
  • GYL Financial Synergies sold 85 Brown & Brown shares in Q3 2024, an estimated $8.45K.
  • Brown & Brown made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #292 holding.
  • GYL Financial Synergies first reported a position in Brown & Brown in Q4 2023 and has held it in 4 quarters since.
  • 819 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.