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NuWave Investment Management’s Brown & Brown BRO Stock Holding History

NuWave Investment 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
2021
Q4 		– Sell
-2,110
Closed -$117K – 303
2021
Q3 		$117K Buy
+2,110
New +$118K 0.13% 190
2021
Q2 		– Sell
-2,460
Closed -$112K – 335
2021
Q1 		$112K Buy
2,460
+1,513
+160% +$69.4K 0.14% 185
2020
Q4 		$45K Sell
947
-44
-4% -$2.02K 0.06% 252
2020
Q3 		$45K Buy
+991
New +$44.2K 0.07% 253

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NuWave Investment Management's BRO Position: Q4 2021 in Review

NuWave Investment Management sold out of Brown & Brown (BRO) in Q4 2021, closing a stake of 2,110 shares — an estimated $117K sold.

NuWave Investment Management first reported a position in BRO in Q3 2020 and held it in 4 quarters. The position peaked at $117K in Q3 2021. 551 funds tracked by Wall St. Rank hold BRO as of Q4 2021.

  • NuWave Investment Management reported no remaining Brown & Brown position as of Q4 2021 after selling out during the quarter.
  • NuWave Investment Management sold 2,110 Brown & Brown shares in Q4 2021, an estimated $117K.
  • NuWave Investment Management first reported a position in Brown & Brown in Q3 2020 and held it in 4 quarters.
  • NuWave Investment Management's Brown & Brown position peaked at $117K in Q3 2021.
  • 551 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2021.

Based on NuWave Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.