HM Payson & Co’s Brown & Brown BRO Stock Holding History

HM Payson & Co’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	-2	Closed	-$208	–	1045
2024 Q3	$208	Buy	+2	New	+$199	﹤0.01%	1091

Other funds holding BRO

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HM Payson & Co's BRO Position: Q4 2024 in Review

HM Payson & Co sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 2 shares — an estimated $208 sold.

HM Payson & Co first reported a position in BRO in Q3 2024 and held it in 1 quarter. The position peaked at $208 in Q3 2024. 874 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

HM Payson & Co reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 2 Brown & Brown shares in Q4 2024, an estimated $208.
HM Payson & Co first reported a position in Brown & Brown in Q3 2024 and held it in 1 quarter.
HM Payson & Co's Brown & Brown position peaked at $208 in Q3 2024.
874 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.