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Lake Street Advisors Group’s Brown & Brown BRO Stock Holding History

Lake Street Advisors Group’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 		$228K Buy
2,234
+37
+2% +$3.95K 0.01% 530
2024
Q3 		$228K Buy
+2,197
New +$218K 0.01% 533
2024
Q2 		– Sell
-2,328
Closed -$204K – 630
2024
Q1 		$204K Buy
+2,328
New +$187K 0.01% 556

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lake Street Advisors Group's BRO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Brown & Brown (BRO) stake by 1.7% in Q4 2024, buying an estimated $3.95K and bringing the position to 2,234 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #530.

Lake Street Advisors Group first reported a position in BRO in Q1 2024 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Lake Street Advisors Group held 2,234 shares of Brown & Brown worth $228K as of Q4 2024.
  • Lake Street Advisors Group bought 37 Brown & Brown shares in Q4 2024, an estimated $3.95K.
  • Brown & Brown made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #530 holding.
  • Lake Street Advisors Group first reported a position in Brown & Brown in Q1 2024 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.