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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
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

SkyView Investment Advisors's BRO Position: Q4 2024 in Review

SkyView Investment Advisors sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 8,045 shares — an estimated $833K sold.

SkyView Investment Advisors first reported a position in BRO in Q4 2020 and held it in 15 quarters. The position peaked at $833K in Q3 2024. 875 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • SkyView Investment Advisors reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • SkyView Investment Advisors sold 8,045 Brown & Brown shares in Q4 2024, an estimated $833K.
  • SkyView Investment Advisors first reported a position in Brown & Brown in Q4 2020 and held it in 15 quarters.
  • SkyView Investment Advisors's Brown & Brown position peaked at $833K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.