Raymond James Financial Services Advisors’s Brown & Brown BRO Stock Holding History

Raymond James Financial Services 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
2024 Q3	$7.43M	Buy	71,718 +7,395	+11%	+$735K	0.01%	1015
2024 Q2	$5.75M	Buy	64,323 +18,462	+40%	+$1.6M	0.01%	1093
2024 Q1	$4.01M	Buy	45,861 +9,653	+27%	+$776K	0.01%	1258
2023 Q4	$2.57M	Sell	36,208 -914	-2%	-$65.3K	﹤0.01%	1438
2023 Q3	$2.59M	Buy	37,122 +3,360	+10%	+$240K	﹤0.01%	1364
2023 Q2	$2.32M	Buy	33,762 +1,075	+3%	+$68.4K	﹤0.01%	1426
2023 Q1	$1.88M	Sell	32,687 -1,241	-4%	-$71.3K	﹤0.01%	1525
2022 Q4	$1.93M	Buy	33,928 +918	+3%	+$53.7K	﹤0.01%	1460
2022 Q3	$2M	Buy	33,010 +419	+1%	+$26.4K	﹤0.01%	1426
2022 Q2	$1.9M	Sell	32,591 -7,066	-18%	-$434K	﹤0.01%	1467
2022 Q1	$2.87M	Sell	39,657 -11,520	-23%	-$773K	0.01%	1297
2021 Q4	$3.6M	Buy	51,177 +2,595	+5%	+$167K	0.01%	1186
2021 Q3	$2.69M	Buy	48,582 +6,093	+14%	+$340K	0.01%	1311
2021 Q2	$2.26M	Buy	42,489 +2,099	+5%	+$108K	﹤0.01%	1400
2021 Q1	$1.85M	Buy	40,390 +1,342	+3%	+$61.6K	﹤0.01%	1452
2020 Q4	$1.85M	Sell	39,048 -530	-1%	-$24.4K	﹤0.01%	1345
2020 Q3	$1.79M	Buy	39,578 +363	+0.9%	+$16.2K	0.01%	1227
2020 Q2	$1.6M	Sell	39,215 -1,826	-4%	-$70.4K	0.01%	1214
2020 Q1	$1.49M	Sell	41,041 -835	-2%	-$35.3K	0.01%	1031
2019 Q4	$1.65M	Sell	41,876 -8,343	-17%	-$313K	0.01%	1262
2019 Q3	$1.81M	Buy	50,219 +11,768	+31%	+$421K	0.01%	1153
2019 Q2	$1.29M	Buy	38,451 +8,269	+27%	+$262K	﹤0.01%	1356
2019 Q1	$891K	Buy	30,182 +16,775	+125%	+$479K	﹤0.01%	1522
2018 Q4	$370K	Sell	13,407 -270	-2%	-$7.63K	﹤0.01%	1860
2018 Q3	$404K	Sell	13,677 -1,123	-8%	-$33.4K	﹤0.01%	2081
2018 Q2	$410K	Buy	14,800 +2,946	+25%	+$80.2K	﹤0.01%	2007
2018 Q1	$302K	Sell	11,854 -1,524	-11%	-$39.8K	﹤0.01%	2027
2017 Q4	$344K	Sell	13,378 -18,268	-58%	-$459K	﹤0.01%	1946
2017 Q3	$762K	Buy	31,646 +4,270	+16%	+$95.8K	﹤0.01%	1473
2017 Q2	$590K	Buy	+27,376	New	+$587K	﹤0.01%	1588

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Raymond James Financial Services Advisors's BRO Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Brown & Brown (BRO) stake by 11% in Q3 2024, buying an estimated $735K and bringing the position to 71,718 shares worth $7.43M. The position accounts for 0.01% of the portfolio, ranked #1015.

Raymond James Financial Services Advisors first reported a position in BRO in Q2 2017 and has held it in 30 quarters since. 818 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

Raymond James Financial Services Advisors held 71,718 shares of Brown & Brown worth $7.43M as of Q3 2024.
Raymond James Financial Services Advisors bought 7,395 Brown & Brown shares in Q3 2024, an estimated $735K.
Brown & Brown made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1015 holding.
Raymond James Financial Services Advisors first reported a position in Brown & Brown in Q2 2017 and has held it in 30 quarters since.
818 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.