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McGlone Suttner Wealth Management’s Brown & Brown BRO Stock Holding History

McGlone Suttner Wealth 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
2024
Q1 		– Sell
-860
Closed -$61.2K – 249
2023
Q4 		$61.2K Buy
+860
New +$61.5K 0.01% 263

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McGlone Suttner Wealth Management's BRO Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 860 shares — an estimated $61.2K sold.

McGlone Suttner Wealth Management first reported a position in BRO in Q4 2023 and held it in 1 quarter. The position peaked at $61.2K in Q4 2023. 715 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 860 Brown & Brown shares in Q1 2024, an estimated $61.2K.
  • McGlone Suttner Wealth Management first reported a position in Brown & Brown in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Brown & Brown position peaked at $61.2K in Q4 2023.
  • 715 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.