Old Mission Capital’s Brown & Brown BRO Stock Holding History

Old Mission Capital’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 Q1	–	Sell	-75,222	Closed	-$5.35M	–	1310
2023 Q4	$5.35M	Buy	+75,222	New	+$5.38M	0.1%	170

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Old Mission Capital's BRO Position: Q1 2024 in Review

Old Mission Capital sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 75,222 shares — an estimated $5.35M sold.

Old Mission Capital first reported a position in BRO in Q4 2023 and held it in 1 quarter. The position peaked at $5.35M in Q4 2023. 717 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

Old Mission Capital reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
Old Mission Capital sold 75,222 Brown & Brown shares in Q1 2024, an estimated $5.35M.
Old Mission Capital first reported a position in Brown & Brown in Q4 2023 and held it in 1 quarter.
Old Mission Capital's Brown & Brown position peaked at $5.35M in Q4 2023.
717 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.