PEAK6 Investments’s Brown & Brown BRO Stock Holding History

PEAK6 Investments’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 Q3	–	Sell	-1,000	Closed	-$89.4K	–	3527
2024 Q2	$89.4K	Sell	1,000 -600	-38%	-$52.1K	﹤0.01%	3055
2024 Q1	$140K	Buy	+1,600	New	+$129K	﹤0.01%	3234
2023 Q4	–	Sell	-5,600	Closed	-$391K	–	4242
2023 Q3	$391K	Sell	5,600 -1,600	-22%	-$114K	﹤0.01%	2568
2023 Q2	$496K	Buy	7,200 +6,200	+620%	+$394K	﹤0.01%	2223
2023 Q1	$57.4K	Sell	1,000 -3,900	-80%	-$224K	﹤0.01%	3712
2022 Q4	$279K	Sell	4,900 -1,400	-22%	-$81.9K	﹤0.01%	3030
2022 Q3	$381K	Sell	6,300 -4,200	-40%	-$264K	﹤0.01%	3134
2022 Q2	$689K	Buy	10,500 +5,700	+119%	+$350K	﹤0.01%	3471
2022 Q1	$347K	Buy	+4,800	New	+$322K	﹤0.01%	3442
2021 Q3	–	Sell	-16,200	Closed	-$861K	–	5190
2021 Q2	$861K	Buy	16,200 +1,700	+12%	+$87.4K	﹤0.01%	2720
2021 Q1	$663K	Buy	+14,500	New	+$666K	﹤0.01%	2931
2020 Q4	–	Sell	-5,400	Closed	-$244K	–	4589
2020 Q3	$244K	Buy	5,400 +3,800	+238%	+$169K	﹤0.01%	3374
2020 Q2	$65K	Buy	+1,600	New	+$61.7K	﹤0.01%	3943

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PEAK6 Investments's BRO Position: Q3 2024 in Review

PEAK6 Investments sold out of Brown & Brown (BRO) in Q3 2024, closing a stake of 10,281 shares — an estimated $919K sold.

PEAK6 Investments first reported a position in BRO in Q3 2018 and held it in 12 quarters. The position peaked at $1.95M in Q2 2020. 818 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

PEAK6 Investments reported no remaining Brown & Brown position as of Q3 2024 after selling out during the quarter.
PEAK6 Investments sold 10,281 Brown & Brown shares in Q3 2024, an estimated $919K.
PEAK6 Investments first reported a position in Brown & Brown in Q3 2018 and held it in 12 quarters.
PEAK6 Investments's Brown & Brown position peaked at $1.95M in Q2 2020.
818 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.