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Schrum Private Wealth Management’s Brown & Brown BRO Stock Holding History

Schrum Private Wealth Management’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
-2,064
Closed -$214K – 129
2024
Q3 		$214K Buy
+2,064
New +$205K 0.11% 164

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 $3.38T AUM 44.17% 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

Schrum Private Wealth Management's BRO Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 2,064 shares — an estimated $214K sold.

Schrum Private Wealth Management first reported a position in BRO in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 875 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 2,064 Brown & Brown shares in Q4 2024, an estimated $214K.
  • Schrum Private Wealth Management first reported a position in Brown & Brown in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Brown & Brown position peaked at $214K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.