KB Financial Partners’s Brown & Brown BRO Stock Holding History

KB Financial Partners’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	$432K	Buy	6,180 +48	+0.8%	+$3.42K	0.12%	104
2023 Q2	$422K	Buy	6,132 +276	+5%	+$17.6K	0.12%	112
2023 Q1	$336K	Buy	5,856 +832	+17%	+$47.8K	0.1%	126
2022 Q4	$286K	Sell	5,024 -604	-11%	-$35.3K	0.1%	139
2022 Q3	$340K	Buy	5,628 +941	+20%	+$59.2K	0.12%	118
2022 Q2	$273K	Buy	4,687 +590	+14%	+$36.2K	0.09%	138
2022 Q1	$296K	Buy	4,097 +377	+10%	+$25.3K	0.08%	141
2021 Q4	$261K	Sell	3,720 -1,802	-33%	-$116K	0.07%	154
2021 Q3	$306K	Buy	5,522 +749	+16%	+$41.7K	0.11%	115
2021 Q2	$254K	Buy	4,773 +771	+19%	+$39.6K	0.1%	133
2021 Q1	$183K	Buy	+4,002	New	+$184K	0.08%	156

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KB Financial Partners's BRO Position: Q3 2023 in Review

KB Financial Partners increased its Brown & Brown (BRO) stake by 0.78% in Q3 2023, buying an estimated $3.42K and bringing the position to 6,180 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #104.

KB Financial Partners first reported a position in BRO in Q1 2021 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

KB Financial Partners held 6,180 shares of Brown & Brown worth $432K as of Q3 2023.
KB Financial Partners bought 48 Brown & Brown shares in Q3 2023, an estimated $3.42K.
Brown & Brown made up 0.12% of KB Financial Partners's portfolio in Q3 2023, its #104 holding.
KB Financial Partners first reported a position in Brown & Brown in Q1 2021 and has held it in 11 quarters since.
626 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.