One Wealth Advisors’s Brown & Brown BRO Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-1,408	Closed	-$80.2K	–	248
2022 Q4	$80.2K	Buy	+1,408	New	+$82.3K	0.02%	328

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

One Wealth Advisors's BRO Position: Q1 2023 in Review

One Wealth Advisors sold out of Brown & Brown (BRO) in Q1 2023, closing a stake of 1,408 shares — an estimated $80.2K sold.

One Wealth Advisors first reported a position in BRO in Q4 2022 and held it in 1 quarter. The position peaked at $80.2K in Q4 2022. 568 funds tracked by Wall St. Rank hold BRO as of Q1 2023.

One Wealth Advisors reported no remaining Brown & Brown position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,408 Brown & Brown shares in Q1 2023, an estimated $80.2K.
One Wealth Advisors first reported a position in Brown & Brown in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Brown & Brown position peaked at $80.2K in Q4 2022.
568 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.