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JP Morgan Private Wealth Advisors’s Brown & Brown BRO Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$1.25M Sell
17,939
-766
-4% -$54.6K ﹤0.01% 898
2023
Q2 		$1.29M Sell
18,705
-5,618
-23% -$357K 0.01% 694
2023
Q1 		$1.4M Sell
24,323
-6,957
-22% -$400K ﹤0.01% 1019
2022
Q4 		$1.78M Buy
31,280
+5,235
+20% +$306K ﹤0.01% 895
2022
Q3 		$1.57M Buy
26,045
+805
+3% +$50.7K ﹤0.01% 930
2022
Q2 		$1.47M Buy
25,240
+3,369
+15% +$207K ﹤0.01% 954
2022
Q1 		$1.58M Buy
21,871
+3,472
+19% +$233K ﹤0.01% 996
2021
Q4 		$1.29M Buy
18,399
+1,906
+12% +$123K ﹤0.01% 1111
2021
Q3 		$915K Buy
16,493
+324
+2% +$18.1K ﹤0.01% 1256
2021
Q2 		$859K Sell
16,169
-3,181
-16% -$164K ﹤0.01% 1261
2021
Q1 		$885K Buy
19,350
+516
+3% +$23.7K ﹤0.01% 1098
2020
Q4 		$893K Buy
18,834
+613
+3% +$28.2K ﹤0.01% 1042
2020
Q3 		$825K Buy
18,221
+1,741
+11% +$77.6K ﹤0.01% 958
2020
Q2 		$672K Buy
16,480
+9,844
+148% +$380K ﹤0.01% 961
2020
Q1 		$240K Buy
6,636
+45
+0.7% +$1.9K ﹤0.01% 1222
2019
Q4 		$260K Buy
6,591
+867
+15% +$32.6K ﹤0.01% 1295
2019
Q3 		$206K Buy
+5,724
New +$205K ﹤0.01% 1339

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BRO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Brown & Brown (BRO) stake by 4.1% in Q3 2023, selling an estimated $54.6K and leaving 17,939 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #898.

JP Morgan Private Wealth Advisors first reported a position in BRO in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.78M in Q4 2022. 627 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,939 shares of Brown & Brown worth $1.25M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 766 Brown & Brown shares in Q3 2023, an estimated $54.6K.
  • Brown & Brown made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #898 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Brown & Brown in Q3 2019 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Brown & Brown position peaked at $1.78M in Q4 2022.
  • 627 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.