Naples Money Management’s Brown & Brown BRO Stock Holding History

Naples Money 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 Q3	–	Sell	-150	Closed	-$13.4K	–	387
2024 Q2	$13.4K	Buy	+150	New	+$13K	0.01%	159

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Naples Money Management's BRO Position: Q3 2024 in Review

Naples Money Management sold out of Brown & Brown (BRO) in Q3 2024, closing a stake of 150 shares — an estimated $13.4K sold.

Naples Money Management first reported a position in BRO in Q2 2024 and held it in 1 quarter. The position peaked at $13.4K in Q2 2024. 818 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

Naples Money Management reported no remaining Brown & Brown position as of Q3 2024 after selling out during the quarter.
Naples Money Management sold 150 Brown & Brown shares in Q3 2024, an estimated $13.4K.
Naples Money Management first reported a position in Brown & Brown in Q2 2024 and held it in 1 quarter.
Naples Money Management's Brown & Brown position peaked at $13.4K in Q2 2024.
818 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.