SA
BRO icon

SRN Advisors’s Brown & Brown BRO Stock Holding History

SRN 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
-11,223
Closed -$1.16M – 107
2024
Q3 		$1.16M Sell
11,223
-483
-4% -$48K 1.03% 38
2024
Q2 		$1.05M Hold
11,706
– – 0.87% 49
2024
Q1 		$1.02M Buy
11,706
+546
+5% +$43.9K 0.8% 68
2023
Q4 		$794K Buy
+11,160
New +$798K 0.71% 80
2022
Q4 		– Sell
-13,245
Closed -$801K – 94
2022
Q3 		$801K Sell
13,245
-4,131
-24% -$260K 0.67% 59
2022
Q2 		$1.01M Sell
17,376
-2,908
-14% -$178K 0.71% 57
2022
Q1 		$1.47M Buy
20,284
+214
+1% +$14.4K 0.65% 52
2021
Q4 		$1.41M Buy
20,070
+2,478
+14% +$160K 0.51% 56
2021
Q3 		$975K Sell
17,592
-9,770
-36% -$545K 0.45% 57
2021
Q2 		$1.45M Sell
27,362
-1,261
-4% -$64.8K 0.49% 69
2021
Q1 		$1.31M Sell
28,623
-4,732
-14% -$217K 0.47% 83
2020
Q4 		$1.54M Buy
+33,355
New +$1.54M 0.76% 80

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
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

SRN Advisors's BRO Position: Q4 2024 in Review

SRN Advisors sold out of Brown & Brown (BRO) in Q4 2024, closing a stake of 11,223 shares — an estimated $1.16M sold.

SRN Advisors first reported a position in BRO in Q4 2020 and held it in 12 quarters. The position peaked at $1.54M in Q4 2020. 874 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • SRN Advisors reported no remaining Brown & Brown position as of Q4 2024 after selling out during the quarter.
  • SRN Advisors sold 11,223 Brown & Brown shares in Q4 2024, an estimated $1.16M.
  • SRN Advisors first reported a position in Brown & Brown in Q4 2020 and held it in 12 quarters.
  • SRN Advisors's Brown & Brown position peaked at $1.54M in Q4 2020.
  • 874 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on SRN Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.