IronBridge Private Wealth’s Brown & Brown BRO Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-70,357	Closed	-$4.94M	–	67
2021 Q4	$4.94M	Sell	70,357 -11,064	-14%	-$714K	2.57%	19
2021 Q3	$4.51M	Buy	81,421 +9,911	+14%	+$552K	2.43%	18
2021 Q2	$3.8M	Sell	71,510 -6,973	-9%	-$359K	2.24%	23
2021 Q1	$3.59M	Buy	78,483 +25,574	+48%	+$1.17M	2.28%	22
2020 Q4	$2.51M	Buy	+52,909	New	+$2.44M	1.85%	23

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

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

IronBridge Private Wealth's BRO Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Brown & Brown (BRO) in Q1 2022, closing a stake of 70,357 shares — an estimated $4.94M sold.

IronBridge Private Wealth first reported a position in BRO in Q4 2020 and held it in 5 quarters. The position peaked at $4.94M in Q4 2021. 578 funds tracked by Wall St. Rank hold BRO as of Q1 2022.

IronBridge Private Wealth reported no remaining Brown & Brown position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 70,357 Brown & Brown shares in Q1 2022, an estimated $4.94M.
IronBridge Private Wealth first reported a position in Brown & Brown in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Brown & Brown position peaked at $4.94M in Q4 2021.
578 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.