Moody National Bank Trust Division’s Brown & Brown BRO Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-2,982	Closed	-$208K	–	514
2023 Q3	$208K	Hold	2,982	–	–	0.01%	569
2023 Q2	$205K	Buy	+2,982	New	+$190K	0.01%	587

Other funds holding BRO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moody National Bank Trust Division's BRO Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Brown & Brown (BRO) in Q4 2023, closing a stake of 2,982 shares — an estimated $208K sold.

Moody National Bank Trust Division first reported a position in BRO in Q2 2023 and held it in 2 quarters. The position peaked at $208K in Q3 2023. 683 funds tracked by Wall St. Rank hold BRO as of Q4 2023.

Moody National Bank Trust Division reported no remaining Brown & Brown position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 2,982 Brown & Brown shares in Q4 2023, an estimated $208K.
Moody National Bank Trust Division first reported a position in Brown & Brown in Q2 2023 and held it in 2 quarters.
Moody National Bank Trust Division's Brown & Brown position peaked at $208K in Q3 2023.
683 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.