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Scout Investments’s Brown & Brown BRO Stock Holding History

Scout Investments’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 		$18.3M Sell
174,908
-12,923
-7% -$1.29M 0.48% 88
2024
Q2 		$16.8M Sell
187,831
-17,281
-8% -$1.5M 0.45% 92
2024
Q1 		$17.7M Sell
205,112
-12,603
-6% -$1.01M 0.43% 85
2023
Q4 		$15.5M Sell
217,715
-359,911
-62% -$25.7M 0.39% 91
2023
Q3 		$40.2M Buy
577,626
+24,990
+5% +$1.78M 0.92% 23
2023
Q2 		$39.6M Sell
552,636
-69,799
-11% -$4.44M 0.81% 27
2023
Q1 		$35.7M Sell
622,435
-183,668
-23% -$10.6M 0.73% 54
2022
Q4 		$45.9M Sell
806,103
-497,047
-38% -$29.1M 0.94% 32
2022
Q3 		$78.8M Sell
1,303,150
-63,497
-5% -$4M 1.63% 5
2022
Q2 		$79.7M Buy
1,366,647
+161,252
+13% +$9.9M 1.58% 6
2022
Q1 		$87.1M Sell
1,205,395
-23,150
-2% -$1.55M 1.39% 13
2021
Q4 		$86.3M Buy
1,228,545
+531,846
+76% +$34.3M 1.25% 9
2021
Q3 		$38.6M Buy
696,699
+101,995
+17% +$5.68M 0.58% 48
2021
Q2 		$31.6M Sell
594,704
-11,845
-2% -$609K 0.47% 75
2021
Q1 		$27.7M Buy
606,549
+198,700
+49% +$9.12M 0.42% 87
2020
Q4 		$19.3M Sell
407,849
-72,193
-15% -$3.32M 0.36% 111
2020
Q3 		$21.7M Sell
480,042
-229,459
-32% -$10.2M 0.48% 73
2020
Q2 		$28.9M Sell
709,501
-92,447
-12% -$3.57M 0.69% 33
2020
Q1 		$29M Sell
801,948
-143,052
-15% -$6.05M 0.86% 24
2019
Q4 		$37.3M Sell
945,000
-985,315
-51% -$37M 0.72% 41
2019
Q3 		$69.6M Buy
1,930,315
+1,679,315
+669% +$60.1M 1.38% 8
2019
Q2 		$8.41M Buy
+251,000
New +$7.96M 0.16% 168

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 $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Scout Investments's BRO Position: Q3 2024 in Review

Scout Investments reduced its Brown & Brown (BRO) stake by 6.9% in Q3 2024, selling an estimated $1.29M and leaving 174,908 shares worth $18.3M. The position accounts for 0.48% of the portfolio, ranked #88.

Scout Investments first reported a position in BRO in Q2 2019 and has held it in 22 quarters since. The position peaked at $87.1M in Q1 2022. 819 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

  • Scout Investments held 174,908 shares of Brown & Brown worth $18.3M as of Q3 2024.
  • Scout Investments sold 12,923 Brown & Brown shares in Q3 2024, an estimated $1.29M.
  • Brown & Brown made up 0.48% of Scout Investments's portfolio in Q3 2024, its #88 holding.
  • Scout Investments first reported a position in Brown & Brown in Q2 2019 and has held it in 22 quarters since.
  • Scout Investments's Brown & Brown position peaked at $87.1M in Q1 2022.
  • 819 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.