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JNBA Financial Advisors’s Brown & Brown BRO Stock Holding History

JNBA Financial Advisors’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
Q2 		– Sell
-10
Closed -$1K – 718
2022
Q1 		$1K Buy
+10
New +$671 ﹤0.01% 660
2016
Q4 		– Sell
-1,390
Closed -$26K – 599
2016
Q3 		$26K Buy
+1,390
New +$25.7K ﹤0.01% 719

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 $20.2B AUM 17.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JNBA Financial Advisors's BRO Position: Q2 2022 in Review

JNBA Financial Advisors sold out of Brown & Brown (BRO) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in BRO in Q3 2016 and held it in 2 quarters. The position peaked at $26K in Q3 2016. 573 funds tracked by Wall St. Rank hold BRO as of Q2 2022.

  • JNBA Financial Advisors reported no remaining Brown & Brown position as of Q2 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 10 Brown & Brown shares in Q2 2022, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Brown & Brown in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Brown & Brown position peaked at $26K in Q3 2016.
  • 573 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.