Reframe Wealth’s Brown & Brown BRO Stock Holding History

Reframe Wealth’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
2022 Q4	$726K	Buy	+12,750	New	+$746K	0.28%	30

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Reframe Wealth's BRO Position: Q4 2022 in Review

Reframe Wealth opened a new position in Brown & Brown (BRO) in Q4 2022: 12,750 shares worth $726K. The stake represents 0.28% of the portfolio and ranks #30 among its holdings.

571 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

Reframe Wealth held 12,750 shares of Brown & Brown worth $726K as of Q4 2022.
Brown & Brown was a new Reframe Wealth position in Q4 2022.
Brown & Brown made up 0.28% of Reframe Wealth's portfolio in Q4 2022, its #30 holding.
571 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.