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Marvin & Palmer Associates’s Brown & Brown BRO Stock Holding History

Marvin & Palmer Associates’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 		– Sell
-30,184
Closed -$3.13M – 29
2024
Q3 		$3.13M Buy
+30,184
New +$3M 2.62% 18

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Marvin & Palmer Associates's BRO Position: Q4 2024 in Review

Marvin & Palmer Associates sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 30,184 shares — an estimated $3.13M sold.

Marvin & Palmer Associates first reported a position in BRO in Q3 2024 and held it in 1 quarter. The position peaked at $3.13M in Q3 2024. 873 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Marvin & Palmer Associates reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Marvin & Palmer Associates sold 30,184 Brown & Brown shares in Q4 2024, an estimated $3.13M.
  • Marvin & Palmer Associates first reported a position in Brown & Brown in Q3 2024 and held it in 1 quarter.
  • Marvin & Palmer Associates's Brown & Brown position peaked at $3.13M in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Marvin & Palmer Associates's 13F filing for Q4 2024, filed 7 Feb 2025.