Koshinski Asset Management
BRO icon

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

Koshinski 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
-9,614
Closed -$996K – 632
2024
Q3 		$996K Buy
9,614
+5,344
+125% +$531K 0.09% 244
2024
Q2 		$385K Sell
4,270
-80
-2% -$6.95K 0.04% 406
2024
Q1 		$381K Buy
+4,350
New +$350K 0.04% 380
2022
Q2 		– Sell
-1,618
Closed -$117K – 742
2022
Q1 		$117K Sell
1,618
-39
-2% -$2.62K 0.01% 771
2021
Q4 		$116K Sell
1,657
-33
-2% -$2.13K 0.01% 802
2021
Q3 		$93.7K Buy
+1,690
New +$94.2K 0.01% 870

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

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

Koshinski Asset Management sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 9,614 shares — an estimated $996K sold.

Koshinski Asset Management first reported a position in BRO in Q3 2021 and held it in 6 quarters. The position peaked at $996K in Q3 2024. 872 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Koshinski Asset Management reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 9,614 Brown & Brown shares in Q4 2024, an estimated $996K.
  • Koshinski Asset Management first reported a position in Brown & Brown in Q3 2021 and held it in 6 quarters.
  • Koshinski Asset Management's Brown & Brown position peaked at $996K in Q3 2024.
  • 872 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Koshinski Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.