Psagot Value Holdings’s Brown & Brown BRO Stock Holding History

Psagot Value Holdings’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 Q2	–	Sell	-35	Closed	-$3K	–	17
2024 Q1	$3K	Hold	35	–	–	0.03%	65
2023 Q4	$2K	Hold	35	–	–	﹤0.01%	470
2023 Q3	$2K	Hold	35	–	–	﹤0.01%	437
2023 Q2	$2K	Buy	+35	New	+$2.23K	﹤0.01%	434

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 $3.37T AUM 44.26% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Psagot Value Holdings's BRO Position: Q2 2024 in Review

Psagot Value Holdings sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 35 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in BRO in Q2 2023 and held it in 4 quarters. The position peaked at $3K in Q1 2024. 757 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

Psagot Value Holdings reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
Psagot Value Holdings sold 35 Brown & Brown shares in Q2 2024, an estimated $3K.
Psagot Value Holdings first reported a position in Brown & Brown in Q2 2023 and held it in 4 quarters.
Psagot Value Holdings's Brown & Brown position peaked at $3K in Q1 2024.
757 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.