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Jefferies Group’s Brown & Brown BRO Stock Holding History

Jefferies Group’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
Q3 		– Sell
-20,000
Closed -$1.17M – 1670
2022
Q2 		$1.17M Buy
+20,000
New +$1.23M 0.01% 753

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Group's BRO Position: Q3 2022 in Review

Jefferies Group opened a new position in Brown & Brown (BRO) in Q3 2022: 42,500 shares worth $2.57M. The stake represents 0.02% of the portfolio and ranks #520 among its holdings. This is a return to the name: Jefferies Group previously reported a position in BRO as recently as Q1 2022.

Jefferies Group first reported a position in BRO in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.44M in Q3 2019. 566 funds tracked by Wall St. Rank hold BRO as of Q3 2022.

  • Jefferies Group held 42,500 shares of Brown & Brown worth $2.57M as of Q3 2022.
  • Brown & Brown was a new Jefferies Group position in Q3 2022.
  • Brown & Brown made up 0.02% of Jefferies Group's portfolio in Q3 2022, its #520 holding.
  • Jefferies Group first reported a position in Brown & Brown in Q2 2013 and has held it in 27 quarters since.
  • Jefferies Group's Brown & Brown position peaked at $7.44M in Q3 2019.
  • 566 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.