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Sender Company & Partners’s Brown & Brown BRO Stock Holding History

Sender Company & Partners’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 		– Sell
-8,245
Closed -$499K – 52
2022
Q3 		$499K Buy
+8,245
New +$519K 1.22% 20

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State Street
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Morgan Stanley
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Allspring Global Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sender Company & Partners's BRO Position: Q4 2022 in Review

Sender Company & Partners sold out of Brown & Brown (BRO) in Q4 2022, closing a stake of 8,245 shares — an estimated $499K sold.

Sender Company & Partners first reported a position in BRO in Q3 2022 and held it in 1 quarter. The position peaked at $499K in Q3 2022. 571 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

  • Sender Company & Partners reported no remaining Brown & Brown position as of Q4 2022 after selling out during the quarter.
  • Sender Company & Partners sold 8,245 Brown & Brown shares in Q4 2022, an estimated $499K.
  • Sender Company & Partners first reported a position in Brown & Brown in Q3 2022 and held it in 1 quarter.
  • Sender Company & Partners's Brown & Brown position peaked at $499K in Q3 2022.
  • 571 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Sender Company & Partners's 13F filing for Q4 2022, filed 14 Feb 2023.