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MQS Management’s Brown & Brown BRO Stock Holding History

MQS 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
Q4 		– Sell
-8,440
Closed -$874K – 75
2024
Q3 		$874K Buy
+8,440
New +$839K 0.49% 28
2023
Q4 		– Sell
-7,083
Closed -$495K – 477
2023
Q3 		$495K Buy
+7,083
New +$505K 0.3% 107
2022
Q3 		– Sell
-9,952
Closed -$581K – 424
2022
Q2 		$581K Buy
+9,952
New +$611K 0.4% 68

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

MQS Management's BRO Position: Q4 2024 in Review

MQS Management sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 8,440 shares — an estimated $874K sold.

MQS Management first reported a position in BRO in Q2 2022 and held it in 3 quarters. The position peaked at $874K in Q3 2024. 875 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • MQS Management reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • MQS Management sold 8,440 Brown & Brown shares in Q4 2024, an estimated $874K.
  • MQS Management first reported a position in Brown & Brown in Q2 2022 and held it in 3 quarters.
  • MQS Management's Brown & Brown position peaked at $874K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.