Investors Asset Management of Georgia’s Brown & Brown BRO Stock Holding History

Investors Asset Management of Georgia’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
2022 Q4	–	Sell	-5,050	Closed	-$305K	–	218
2022 Q3	$305K	Hold	5,050	–	–	0.16%	124
2022 Q2	$295K	Hold	5,050	–	–	0.15%	125
2022 Q1	$365K	Hold	5,050	–	–	0.18%	120
2021 Q4	$355K	Hold	5,050	–	–	0.17%	123
2021 Q3	$280K	Hold	5,050	–	–	0.15%	135
2021 Q2	$268K	Hold	5,050	–	–	0.14%	138
2021 Q1	$231K	Sell	5,050 -130	-3%	-$5.97K	0.13%	142
2020 Q4	$246K	Hold	5,180	–	–	0.17%	120
2020 Q3	$234K	Hold	5,180	–	–	0.16%	122
2020 Q2	$211K	Buy	+5,180	New	+$200K	0.15%	125
2020 Q1	–	Sell	-5,180	Closed	-$205K	–	142
2019 Q4	$205K	Buy	+5,180	New	+$195K	0.12%	143

Other funds holding BRO

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

Select Equity Group New York $19.5B AUM 17.33% 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 $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Investors Asset Management of Georgia's BRO Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Brown & Brown (BRO) in Q4 2022, closing a stake of 5,050 shares — an estimated $305K sold.

Investors Asset Management of Georgia first reported a position in BRO in Q4 2019 and held it in 11 quarters. The position peaked at $365K in Q1 2022. 572 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Brown & Brown position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 5,050 Brown & Brown shares in Q4 2022, an estimated $305K.
Investors Asset Management of Georgia first reported a position in Brown & Brown in Q4 2019 and held it in 11 quarters.
Investors Asset Management of Georgia's Brown & Brown position peaked at $365K in Q1 2022.
572 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.