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Putnam Investments’s Brown & Brown BRO Stock Holding History

Putnam 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
2023
Q2 		– Sell
-49,505
Closed -$2.84M – 1151
2023
Q1 		$2.84M Sell
49,505
-6,183
-11% -$355K ﹤0.01% 635
2022
Q4 		$3.17M Sell
55,688
-43,440
-44% -$2.54M 0.01% 634
2022
Q3 		$6M Buy
+99,128
New +$6.24M 0.01% 385
2014
Q2 		– Sell
-141,158
Closed -$2.17M – 1463
2014
Q1 		$2.17M Buy
+141,158
New +$2.17M ﹤0.01% 1031

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return