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Lindenwold Advisors’s Brown & Brown BRO Stock Holding History

Lindenwold Advisors’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
Q3 		– Sell
-8,795
Closed -$786K – 116
2024
Q2 		$786K Sell
8,795
-204
-2% -$17.7K 0.42% 56
2024
Q1 		$788K Sell
8,999
-81
-0.9% -$6.51K 0.42% 54
2023
Q4 		$646K Sell
9,080
-251
-3% -$17.9K 0.37% 57
2023
Q3 		$652K Sell
9,331
-4,239
-31% -$302K 0.41% 54
2023
Q2 		$934K Sell
13,570
-3,637
-21% -$231K 0.57% 52
2023
Q1 		$988K Sell
17,207
-127
-0.7% -$7.3K 0.61% 51
2022
Q4 		$988K Sell
17,334
-1,970
-10% -$115K 0.66% 52
2022
Q3 		$1.17M Buy
19,304
+69
+0.4% +$4.34K 0.86% 45
2022
Q2 		$1.12M Buy
19,235
+183
+1% +$11.2K 0.8% 45
2022
Q1 		$1.38M Buy
19,052
+935
+5% +$62.7K 0.85% 42
2021
Q4 		$1.27M Buy
+18,117
New +$1.17M 0.74% 46

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lindenwold Advisors's BRO Position: Q3 2024 in Review

Lindenwold Advisors sold out of Brown & Brown (BRO) in Q3 2024, closing a stake of 8,795 shares — an estimated $786K sold.

Lindenwold Advisors first reported a position in BRO in Q4 2021 and held it in 11 quarters. The position peaked at $1.38M in Q1 2022. 819 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

  • Lindenwold Advisors reported no remaining Brown & Brown position as of Q3 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 8,795 Brown & Brown shares in Q3 2024, an estimated $786K.
  • Lindenwold Advisors first reported a position in Brown & Brown in Q4 2021 and held it in 11 quarters.
  • Lindenwold Advisors's Brown & Brown position peaked at $1.38M in Q1 2022.
  • 819 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on Lindenwold Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.