QP
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Quilter Plc’s Brown & Brown BRO Stock Holding History

Quilter Plc’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
Q4 		– Sell
-4,088
Closed -$424K – 126
2024
Q3 		$424K Buy
+4,088
New +$407K 0.01% 110
2023
Q4 		– Sell
-442
Closed -$441K – 138
2023
Q3 		$441K Hold
442
– – ﹤0.01% 199
2023
Q2 		$439K Hold
442
– – ﹤0.01% 208
2023
Q1 		$439K Buy
+442
New +$25.4K ﹤0.01% 198

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Quilter Plc's BRO Position: Q4 2024 in Review

Quilter Plc sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 4,088 shares — an estimated $424K sold.

Quilter Plc first reported a position in BRO in Q1 2023 and held it in 4 quarters. The position peaked at $441K in Q3 2023. 874 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Quilter Plc reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Quilter Plc sold 4,088 Brown & Brown shares in Q4 2024, an estimated $424K.
  • Quilter Plc first reported a position in Brown & Brown in Q1 2023 and held it in 4 quarters.
  • Quilter Plc's Brown & Brown position peaked at $441K in Q3 2023.
  • 874 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Quilter Plc's 13F filing for Q4 2024, filed 29 Jan 2025.