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Integrated Advisors Network’s Brown & Brown BRO Stock Holding History

Integrated Advisors Network’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 		– Sell
-28,979
Closed -$2.06M – 706
2023
Q4 		$2.06M Buy
28,979
+635
+2% +$45.4K 0.12% 196
2023
Q3 		$1.98M Buy
28,344
+16,000
+130% +$1.14M 0.12% 190
2023
Q2 		$850K Buy
+12,344
New +$785K 0.05% 312

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 $20.2B AUM 17.52% 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 $3.38T AUM 44.17% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Advisors Network's BRO Position: Q1 2024 in Review

Integrated Advisors Network sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 28,979 shares — an estimated $2.06M sold.

Integrated Advisors Network first reported a position in BRO in Q2 2023 and held it in 3 quarters. The position peaked at $2.06M in Q4 2023. 717 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • Integrated Advisors Network reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 28,979 Brown & Brown shares in Q1 2024, an estimated $2.06M.
  • Integrated Advisors Network first reported a position in Brown & Brown in Q2 2023 and held it in 3 quarters.
  • Integrated Advisors Network's Brown & Brown position peaked at $2.06M in Q4 2023.
  • 717 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on Integrated Advisors Network's 13F filing for Q1 2024, filed 6 May 2024.