Ray Dalio
BRO icon

Ray Dalio’s Brown & Brown BRO Stock Holding History

Ray Dalio’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
Q1 		– Sell
-38,500
Closed -$2.74M – 704
2023
Q4 		$2.74M Buy
+38,500
New +$2.75M 0.02% 468
2023
Q1 		– Sell
-115,837
Closed -$6.6M – 740
2022
Q4 		$6.6M Buy
115,837
+50,016
+76% +$2.92M 0.04% 311
2022
Q3 		$3.98M Buy
65,821
+211
+0.3% +$13.3K 0.02% 426
2022
Q2 		$3.83M Sell
65,610
-4,411
-6% -$271K 0.02% 555
2022
Q1 		$5.06M Buy
70,021
+15,884
+29% +$1.07M 0.02% 469
2021
Q4 		$3.81M Sell
54,137
-62,504
-54% -$4.03M 0.02% 354
2021
Q3 		$6.47M Sell
116,641
-174
-0.1% -$9.7K 0.04% 258
2021
Q2 		$6.21M Buy
116,815
+25,830
+28% +$1.33M 0.04% 290
2021
Q1 		$4.16M Buy
90,985
+57,248
+170% +$2.63M 0.04% 235
2020
Q4 		$1.6M Buy
+33,737
New +$1.55M 0.01% 331
2020
Q1 		– Sell
-58,384
Closed -$2.31M – 436
2019
Q4 		$2.31M Buy
+58,384
New +$2.19M 0.02% 195
2019
Q1 		– Sell
-13,364
Closed -$368K – 337
2018
Q4 		$368K Buy
+13,364
New +$378K ﹤0.01% 441
2015
Q4 		– Sell
-19,424
Closed -$301K – 292
2015
Q3 		$301K Buy
+19,424
New +$319K ﹤0.01% 396

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ray Dalio's BRO Position: Q1 2024 in Review

Ray Dalio sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 38,500 shares — an estimated $2.74M sold.

Ray Dalio first reported a position in BRO in Q3 2015 and held it in 13 quarters. The position peaked at $6.6M in Q4 2022. 716 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • Ray Dalio reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
  • Ray Dalio sold 38,500 Brown & Brown shares in Q1 2024, an estimated $2.74M.
  • Ray Dalio first reported a position in Brown & Brown in Q3 2015 and held it in 13 quarters.
  • Ray Dalio's Brown & Brown position peaked at $6.6M in Q4 2022.
  • 716 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on Bridgewater Associates's 13F filing for Q1 2024, filed 14 May 2024.