HI
BRO icon

Handelsinvest Investeringsforvaltning’s Brown & Brown BRO Stock Holding History

Handelsinvest Investeringsforvaltning’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 		$428K Sell
4,892
-2,539
-34% -$204K 0.21% 99
2023
Q4 		$528K Buy
+7,431
New +$531K 0.22% 123

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's BRO Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Brown & Brown (BRO) stake by 34% in Q1 2024, selling an estimated $204K and leaving 4,892 shares worth $428K. The position accounts for 0.21% of the portfolio, ranked #99.

Handelsinvest Investeringsforvaltning first reported a position in BRO in Q4 2023 and has held it in 2 quarters since. The position peaked at $528K in Q4 2023. 716 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 4,892 shares of Brown & Brown worth $428K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 2,539 Brown & Brown shares in Q1 2024, an estimated $204K.
  • Brown & Brown made up 0.21% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #99 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Brown & Brown in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Brown & Brown position peaked at $528K in Q4 2023.
  • 716 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.