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Mendota Financial Group’s Brown & Brown BRO Stock Holding History

Mendota Financial Group’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
-1
Closed -$104 – 491
2024
Q3 		$104 Buy
+1
New +$99 ﹤0.01% 914
2024
Q1 		– Sell
-590
Closed -$42K – 336
2023
Q4 		$42K Buy
+590
New +$42.2K 0.03% 209

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mendota Financial Group's BRO Position: Q4 2024 in Review

Mendota Financial Group sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 1 share — an estimated $104 sold.

Mendota Financial Group first reported a position in BRO in Q4 2023 and held it in 2 quarters. The position peaked at $42K in Q4 2023. 875 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Mendota Financial Group reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 Brown & Brown share in Q4 2024, an estimated $104.
  • Mendota Financial Group first reported a position in Brown & Brown in Q4 2023 and held it in 2 quarters.
  • Mendota Financial Group's Brown & Brown position peaked at $42K in Q4 2023.
  • 875 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.