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SIA
SkyView Investment Advisors’s
Brown & Brown
BRO
Stock Holding History
SkyView Investment Advisors’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
-8,045
Closed
-$833K
–
303
2024
Q3
$833K
Buy
8,045
+161
+2%
+$16K
0.14%
107
2024
Q2
$705K
Buy
7,884
+72
+0.9%
+$6.25K
0.13%
139
2024
Q1
$684K
Buy
+7,812
New
+$628K
0.13%
140
2023
Q4
–
Sell
-6,960
Closed
-$486K
–
201
2023
Q3
$486K
Buy
6,960
+246
+4%
+$17.5K
0.2%
145
2023
Q2
$462K
Buy
6,714
+325
+5%
+$20.7K
0.12%
229
2023
Q1
$367K
Buy
6,389
+1,003
+19%
+$57.6K
0.09%
271
2022
Q4
$307K
Sell
5,386
-559
-9%
-$32.7K
0.09%
273
2022
Q3
$360K
Buy
5,945
+921
+18%
+$58K
0.11%
276
2022
Q2
$293K
Buy
5,024
+647
+15%
+$39.7K
0.08%
333
2022
Q1
$316K
Sell
4,377
-753
-15%
-$50.5K
0.07%
344
2021
Q4
$280K
Sell
5,130
-813
-14%
-$52.4K
0.06%
348
2021
Q3
$330K
Buy
5,943
+5,363
+925%
+$299K
0.09%
251
2021
Q2
$27K
Hold
580
–
–
0.01%
213
2021
Q1
$27K
Buy
580
+467
+413%
+$21.4K
0.01%
221
2020
Q4
$5K
Buy
+113
New
+$5.2K
﹤0.01%
240
Other funds holding BRO
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$18.8B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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