MinichMacGregor Wealth Management’s Brown & Brown BRO Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-1,102	Closed	-$62.8K	–	163
2022 Q4	$62.8K	Buy	+1,102	New	+$64.4K	0.02%	165
2018 Q4	–	Sell	-1,102	Closed	-$32K	–	150
2018 Q3	$32K	Sell	1,102 -76	-6%	-$2.26K	0.02%	163
2018 Q2	$32K	Hold	1,178	–	–	0.02%	153
2018 Q1	$29K	Hold	1,178	–	–	0.02%	157
2017 Q4	$30K	Hold	1,178	–	–	0.02%	149
2017 Q3	$28K	Hold	1,178	–	–	0.02%	151
2017 Q2	$25K	Hold	1,178	–	–	0.02%	161
2017 Q1	$24K	Hold	1,178	–	–	0.02%	157
2016 Q4	$26K	Hold	1,178	–	–	0.02%	146
2016 Q3	$22K	Hold	1,178	–	–	0.02%	172
2016 Q2	$22K	Hold	1,178	–	–	0.02%	169
2016 Q1	$21K	Buy	1,178 +76	+7%	+$1.22K	0.02%	166
2015 Q4	$17K	Buy	+1,102	New	+$17.6K	0.02%	177

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 $20.2B AUM 17.52% 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 $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MinichMacGregor Wealth Management's BRO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Brown & Brown (BRO) in Q1 2023, closing a stake of 1,102 shares — an estimated $62.8K sold.

MinichMacGregor Wealth Management first reported a position in BRO in Q4 2015 and held it in 13 quarters. The position peaked at $62.8K in Q4 2022. 567 funds tracked by Wall St. Rank hold BRO as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Brown & Brown position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,102 Brown & Brown shares in Q1 2023, an estimated $62.8K.
MinichMacGregor Wealth Management first reported a position in Brown & Brown in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Brown & Brown position peaked at $62.8K in Q4 2022.
567 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.