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Steward Financial Group’s Brown & Brown BRO Stock Holding History

Steward Financial Group’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
2023
Q3 		$7K Buy
+111
New +$7.92K ﹤0.01% 480
2022
Q3 		– Sell
-11
Closed – – 246
2022
Q2 		$0 Buy
+11
New +$675 ﹤0.01% 1003

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Financial Group's BRO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Brown & Brown (BRO) in Q3 2023: 111 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BRO as recently as Q2 2022.

Steward Financial Group first reported a position in BRO in Q2 2022 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

  • Steward Financial Group held 111 shares of Brown & Brown worth $7K as of Q3 2023.
  • Brown & Brown was a new Steward Financial Group position in Q3 2023.
  • Brown & Brown made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #480 holding.
  • Steward Financial Group first reported a position in Brown & Brown in Q2 2022 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.