IAIM
BRO icon

International Assets Investment Management’s Brown & Brown BRO Stock Holding History

International Assets 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
2024
Q4 		– Sell
-113,442
Closed -$1.09K – 963
2024
Q3 		$1.09K Buy
+113,442
New +$11.3M ﹤0.01% 1084

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
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

International Assets Investment Management's BRO Position: Q4 2024 in Review

International Assets Investment Management sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 113,442 shares — an estimated $1.09K sold.

International Assets Investment Management first reported a position in BRO in Q3 2024 and held it in 1 quarter. The position peaked at $1.09K in Q3 2024. 873 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • International Assets Investment Management reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 113,442 Brown & Brown shares in Q4 2024, an estimated $1.09K.
  • International Assets Investment Management first reported a position in Brown & Brown in Q3 2024 and held it in 1 quarter.
  • International Assets Investment Management's Brown & Brown position peaked at $1.09K in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.