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Jupiter Asset Management’s Brown & Brown BRO Stock Holding History

Jupiter Asset 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
Q4 		– Sell
-4,558
Closed -$472K – 394
2024
Q3 		$472K Buy
+4,558
New +$453K ﹤0.01% 375

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Asset Management's BRO Position: Q4 2024 in Review

Jupiter Asset Management sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 4,558 shares — an estimated $472K sold.

Jupiter Asset Management first reported a position in BRO in Q3 2024 and held it in 1 quarter. The position peaked at $472K in Q3 2024. 872 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Jupiter Asset Management reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 4,558 Brown & Brown shares in Q4 2024, an estimated $472K.
  • Jupiter Asset Management first reported a position in Brown & Brown in Q3 2024 and held it in 1 quarter.
  • Jupiter Asset Management's Brown & Brown position peaked at $472K in Q3 2024.
  • 872 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.