Lumature Wealth Partners’s Brown & Brown BRO Stock Holding History

Lumature Wealth Partners’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 Q2	$294K	Sell	4,267 -60	-1%	-$3.82K	0.17%	110
2023 Q1	$248K	Buy	+4,327	New	+$249K	0.14%	135

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Lumature Wealth Partners's BRO Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Brown & Brown (BRO) stake by 1.4% in Q2 2023, selling an estimated $3.82K and leaving 4,267 shares worth $294K. The position accounts for 0.17% of the portfolio, ranked #110.

Lumature Wealth Partners first reported a position in BRO in Q1 2023 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

Lumature Wealth Partners held 4,267 shares of Brown & Brown worth $294K as of Q2 2023.
Lumature Wealth Partners sold 60 Brown & Brown shares in Q2 2023, an estimated $3.82K.
Brown & Brown made up 0.17% of Lumature Wealth Partners's portfolio in Q2 2023, its #110 holding.
Lumature Wealth Partners first reported a position in Brown & Brown in Q1 2023 and has held it in 2 quarters since.
605 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.