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Nebula Research & Development’s Brown & Brown BRO Stock Holding History

Nebula Research & Development’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
-13,199
Closed -$1.37M – 916
2024
Q3 		$1.37M Buy
+13,199
New +$1.31M 0.16% 197
2023
Q4 		– Sell
-4,212
Closed -$294K – 658
2023
Q3 		$294K Buy
+4,212
New +$300K 0.16% 282

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nebula Research & Development's BRO Position: Q4 2024 in Review

Nebula Research & Development sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 13,199 shares — an estimated $1.37M sold.

Nebula Research & Development first reported a position in BRO in Q3 2023 and held it in 2 quarters. The position peaked at $1.37M in Q3 2024. 872 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Nebula Research & Development reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Nebula Research & Development sold 13,199 Brown & Brown shares in Q4 2024, an estimated $1.37M.
  • Nebula Research & Development first reported a position in Brown & Brown in Q3 2023 and held it in 2 quarters.
  • Nebula Research & Development's Brown & Brown position peaked at $1.37M in Q3 2024.
  • 872 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Nebula Research & Development's 13F filing for Q4 2024, filed 14 Feb 2025.