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Novak & Powell Financial Services’s Brown & Brown BRO Stock Holding History

Novak & Powell Financial Services’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
Q2 		– Sell
-2,440
Closed -$214K – 153
2024
Q1 		$214K Buy
+2,440
New +$196K 0.16% 129

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Novak & Powell Financial Services's BRO Position: Q2 2024 in Review

Novak & Powell Financial Services sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 2,440 shares — an estimated $214K sold.

Novak & Powell Financial Services first reported a position in BRO in Q1 2024 and held it in 1 quarter. The position peaked at $214K in Q1 2024. 758 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

  • Novak & Powell Financial Services reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
  • Novak & Powell Financial Services sold 2,440 Brown & Brown shares in Q2 2024, an estimated $214K.
  • Novak & Powell Financial Services first reported a position in Brown & Brown in Q1 2024 and held it in 1 quarter.
  • Novak & Powell Financial Services's Brown & Brown position peaked at $214K in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Novak & Powell Financial Services's 13F filing for Q2 2024, filed 15 Aug 2024.