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Harel Insurance Investments & Financial Services’s Brown & Brown BRO Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-1,277
Closed -$132K – 473
2024
Q3 		$132K Buy
+1,277
New +$127K ﹤0.01% 248

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BRO Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 1,277 shares — an estimated $132K sold.

Harel Insurance Investments & Financial Services first reported a position in BRO in Q3 2024 and held it in 1 quarter. The position peaked at $132K in Q3 2024. 873 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,277 Brown & Brown shares in Q4 2024, an estimated $132K.
  • Harel Insurance Investments & Financial Services first reported a position in Brown & Brown in Q3 2024 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Brown & Brown position peaked at $132K in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.