Plante Moran Financial Advisors’s Brown & Brown BRO Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-49	Closed	-$2.81K	–	799
2023 Q1	$2.81K	Hold	49	–	–	﹤0.01%	685
2022 Q4	$2.79K	Hold	49	–	–	﹤0.01%	718
2022 Q3	$3K	Sell	49 -100	-67%	-$6.29K	﹤0.01%	745
2022 Q2	$9K	Buy	149 +100	+204%	+$6.14K	﹤0.01%	622
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	689
2021 Q4	$3K	Hold	49	–	–	﹤0.01%	874
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	824
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	841
2021 Q1	$2K	Hold	49	–	–	﹤0.01%	899
2020 Q4	$2K	Hold	49	–	–	﹤0.01%	767
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	769
2020 Q2	$2K	Buy	+49	New	+$1.89K	﹤0.01%	658
2020 Q1	–	Sell	-14	Closed	-$1K	–	732
2019 Q4	$1K	Sell	14 -2,000	-99%	-$75.1K	﹤0.01%	715
2019 Q3	$73K	Buy	+2,014	New	+$72.1K	0.02%	282
2018 Q4	–	Sell	-119	Closed	-$4K	–	892
2018 Q3	$4K	Buy	+119	New	+$3.54K	﹤0.01%	604
2017 Q1	–	Sell	-450	Closed	-$10K	–	890
2016 Q4	$10K	Buy	+450	New	+$9.15K	0.01%	588

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Plante Moran Financial Advisors's BRO Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Brown & Brown (BRO) in Q2 2023, closing a stake of 49 shares — an estimated $2.81K sold.

Plante Moran Financial Advisors first reported a position in BRO in Q4 2016 and held it in 16 quarters. The position peaked at $73K in Q3 2019. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

Plante Moran Financial Advisors reported no remaining Brown & Brown position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 49 Brown & Brown shares in Q2 2023, an estimated $2.81K.
Plante Moran Financial Advisors first reported a position in Brown & Brown in Q4 2016 and held it in 16 quarters.
Plante Moran Financial Advisors's Brown & Brown position peaked at $73K in Q3 2019.
604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.