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Industrial Alliance Investment Management’s Brown & Brown BRO Stock Holding History

Industrial Alliance Investment Management’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
-4,848
Closed -$278K – 212
2023
Q1 		$278K Buy
+4,848
New +$279K 0.01% 414

Other funds holding BRO

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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Industrial Alliance Investment Management's BRO Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Brown & Brown (BRO) in Q2 2023, closing a stake of 4,848 shares — an estimated $278K sold.

Industrial Alliance Investment Management first reported a position in BRO in Q1 2023 and held it in 1 quarter. The position peaked at $278K in Q1 2023. 605 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Brown & Brown position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 4,848 Brown & Brown shares in Q2 2023, an estimated $278K.
  • Industrial Alliance Investment Management first reported a position in Brown & Brown in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Brown & Brown position peaked at $278K in Q1 2023.
  • 605 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.