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Oliver Lagore Vanvalin Investment Group’s Brown & Brown BRO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q3 		– Sell
-75
Closed -$4K – 642
2022
Q2 		$4K Buy
+75
New +$4.6K ﹤0.01% 433

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BRO Position: Q3 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Brown & Brown (BRO) in Q3 2022, closing a stake of 75 shares — an estimated $4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BRO in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 567 funds tracked by Wall St. Rank hold BRO as of Q3 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Brown & Brown position as of Q3 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 75 Brown & Brown shares in Q3 2022, an estimated $4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Brown & Brown in Q2 2022 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Brown & Brown position peaked at $4K in Q2 2022.
  • 567 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2022, filed 15 Nov 2022.