Janiczek Wealth Management’s Brown & Brown BRO Stock Holding History

Janiczek Wealth 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 Q2	$23.1K	Hold	258	–	–	﹤0.01%	534
2024 Q1	$22.6K	Hold	258	–	–	﹤0.01%	548
2023 Q4	$18.3K	Hold	258	–	–	﹤0.01%	559
2023 Q3	$18K	Hold	258	–	–	﹤0.01%	535
2023 Q2	$17.8K	Sell	258 -31	-11%	-$1.97K	﹤0.01%	480
2023 Q1	$17K	Hold	289	–	–	﹤0.01%	477
2022 Q4	$17.8K	Hold	289	–	–	0.01%	473
2022 Q3	$18K	Hold	289	–	–	0.01%	464
2022 Q2	$19K	Hold	289	–	–	0.01%	477
2022 Q1	$21K	Sell	289 -16	-5%	-$1.07K	0.01%	438
2021 Q4	$21K	Buy	305 +16	+6%	+$1.03K	0.01%	470
2021 Q3	$16K	Buy	289 +15	+5%	+$836	0.01%	491
2021 Q2	$15K	Hold	274	–	–	0.01%	485
2021 Q1	$13K	Sell	274 -75	-21%	-$3.44K	0.01%	473
2020 Q4	$17K	Buy	349 +193	+124%	+$8.88K	0.01%	371
2020 Q3	$7K	Buy	+156	New	+$6.96K	﹤0.01%	280

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janiczek Wealth Management's BRO Position: Q2 2024 in Review

Janiczek Wealth Management held its Brown & Brown (BRO) position steady in Q2 2024 at 258 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Janiczek Wealth Management first reported a position in BRO in Q3 2020 and has held it in 16 quarters since. 755 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

Janiczek Wealth Management held 258 shares of Brown & Brown worth $23.1K as of Q2 2024.
Janiczek Wealth Management left its Brown & Brown share count unchanged in Q2 2024.
Brown & Brown made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #534 holding.
Janiczek Wealth Management first reported a position in Brown & Brown in Q3 2020 and has held it in 16 quarters since.
755 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.