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Longfellow Investment Management’s Brown & Brown BRO Stock Holding History

Longfellow Investment 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
Q4 		– Sell
-5
Closed – – 282
2022
Q3 		$0 Hold
5
– – ﹤0.01% 333
2022
Q2 		$1K Hold
5
– – ﹤0.01% 317
2022
Q1 		$1K Hold
5
– – ﹤0.01% 346
2021
Q4 		$1K Hold
5
– – ﹤0.01% 352
2021
Q3 		$1K Hold
5
– – ﹤0.01% 378
2021
Q2 		$1K Hold
5
– – ﹤0.01% 393
2021
Q1 		$1K Hold
5
– – ﹤0.01% 448
2020
Q4 		$1K Buy
+5
New +$230 ﹤0.01% 469

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Longfellow Investment Management's BRO Position: Q4 2022 in Review

Longfellow Investment Management sold out of Brown & Brown (BRO) in Q4 2022, closing a stake of 5 shares.

Longfellow Investment Management first reported a position in BRO in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 571 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

  • Longfellow Investment Management reported no remaining Brown & Brown position as of Q4 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 5 Brown & Brown shares in Q4 2022.
  • Longfellow Investment Management first reported a position in Brown & Brown in Q4 2020 and held it in 8 quarters.
  • Longfellow Investment Management's Brown & Brown position peaked at $1K in Q2 2022.
  • 571 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Longfellow Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.