Kula Investments’s Brown & Brown BRO Stock Holding History

Kula Investments’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 Q1	–	Sell	-13,058	Closed	-$744K	–	623
2022 Q4	$744K	Buy	+13,058	New	+$764K	0.22%	109

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

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

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

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

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

Kula Investments's BRO Position: Q1 2023 in Review

Kula Investments sold out of Brown & Brown (BRO) in Q1 2023, closing a stake of 13,058 shares — an estimated $744K sold.

Kula Investments first reported a position in BRO in Q4 2022 and held it in 1 quarter. The position peaked at $744K in Q4 2022. 566 funds tracked by Wall St. Rank hold BRO as of Q1 2023.

Kula Investments reported no remaining Brown & Brown position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 13,058 Brown & Brown shares in Q1 2023, an estimated $744K.
Kula Investments first reported a position in Brown & Brown in Q4 2022 and held it in 1 quarter.
Kula Investments's Brown & Brown position peaked at $744K in Q4 2022.
566 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.