Kings Point Capital Management’s Brown & Brown BRO Stock Holding History

Kings Point 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 Q1	$73K	Sell	1,009 -9	-0.9%	-$604	0.01%	314
2021 Q4	$72K	Buy	1,018 +9	+0.9%	+$581	0.01%	339
2021 Q3	$56K	Hold	1,009	–	–	0.01%	339
2021 Q2	$54K	Buy	+1,009	New	+$51.9K	﹤0.01%	340

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Kings Point Capital Management's BRO Position: Q1 2022 in Review

Kings Point Capital Management reduced its Brown & Brown (BRO) stake by 0.88% in Q1 2022, selling an estimated $604 and leaving 1,009 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #314.

Kings Point Capital Management first reported a position in BRO in Q2 2021 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold BRO as of Q1 2022.

Kings Point Capital Management held 1,009 shares of Brown & Brown worth $73K as of Q1 2022.
Kings Point Capital Management sold 9 Brown & Brown shares in Q1 2022, an estimated $604.
Brown & Brown made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #314 holding.
Kings Point Capital Management first reported a position in Brown & Brown in Q2 2021 and has held it in 4 quarters since.
579 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.