Retireful LLC’s Brown & Brown BRO Stock Holding History

Retireful LLC’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	-7,856	Closed	-$814K	–	133
2024 Q3	$814K	Sell	7,856 -2,764	-26%	-$275K	0.6%	35
2024 Q2	$950K	Buy	+10,620	New	+$922K	0.45%	84

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Retireful LLC's BRO Position: Q4 2024 in Review

Retireful LLC sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 7,856 shares — an estimated $814K sold.

Retireful LLC first reported a position in BRO in Q2 2024 and held it in 2 quarters. The position peaked at $950K in Q2 2024. 872 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

Retireful LLC reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
Retireful LLC sold 7,856 Brown & Brown shares in Q4 2024, an estimated $814K.
Retireful LLC first reported a position in Brown & Brown in Q2 2024 and held it in 2 quarters.
Retireful LLC's Brown & Brown position peaked at $950K in Q2 2024.
872 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Retireful LLC's 13F filing for Q4 2024, filed 15 Jan 2025.