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Junto Capital Management’s Brown & Brown BRO Stock Holding History

Junto Capital 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
2022
Q4 		– Sell
-970,025
Closed -$58.7M – 89
2022
Q3 		$58.7M Buy
+970,025
New +$61M 1.63% 24

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
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 $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Junto Capital Management's BRO Position: Q4 2022 in Review

Junto Capital Management sold out of Brown & Brown (BRO) in Q4 2022, closing a stake of 970,025 shares — an estimated $58.7M sold.

Junto Capital Management first reported a position in BRO in Q3 2022 and held it in 1 quarter. The position peaked at $58.7M in Q3 2022. 571 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

  • Junto Capital Management reported no remaining Brown & Brown position as of Q4 2022 after selling out during the quarter.
  • Junto Capital Management sold 970,025 Brown & Brown shares in Q4 2022, an estimated $58.7M.
  • Junto Capital Management first reported a position in Brown & Brown in Q3 2022 and held it in 1 quarter.
  • Junto Capital Management's Brown & Brown position peaked at $58.7M in Q3 2022.
  • 571 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Junto Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.