Sutton Wealth Advisors’s Brown & Brown BRO Stock Holding History

Sutton Wealth 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
2023 Q3	$15.3K	Buy	219 +27	+14%	+$1.93K	0.01%	398
2023 Q2	$13.2K	Hold	192	–	–	0.01%	416
2023 Q1	$11K	Sell	192 -23	-11%	-$1.32K	0.01%	404
2022 Q4	$12.2K	Sell	215 -2	-0.9%	-$117	﹤0.01%	870
2022 Q3	$13.1K	Hold	217	–	–	0.01%	809
2022 Q2	$12.7K	Buy	217 +117	+117%	+$7.18K	0.01%	823
2022 Q1	$7.23K	Buy	100 +2	+2%	+$134	﹤0.01%	1022
2021 Q4	$6.89K	Hold	98	–	–	﹤0.01%	1024
2021 Q3	$5.43K	Hold	98	–	–	﹤0.01%	1043
2021 Q2	$5.21K	Hold	98	–	–	﹤0.01%	1040
2021 Q1	$4.48K	Hold	98	–	–	﹤0.01%	1030
2020 Q4	$4.65K	Hold	98	–	–	﹤0.01%	996
2020 Q3	$4.44K	Hold	98	–	–	﹤0.01%	957
2020 Q2	$3.99K	Buy	98 +5	+5%	+$193	﹤0.01%	965
2020 Q1	$3.37K	Hold	93	–	–	﹤0.01%	939
2019 Q4	$3.67K	Hold	93	–	–	﹤0.01%	989
2019 Q3	$3.35K	Hold	93	–	–	﹤0.01%	994
2019 Q2	$3.12K	Buy	93 +20	+27%	+$634	﹤0.01%	993
2019 Q1	$2.15K	Buy	73 +39	+115%	+$1.11K	﹤0.01%	1035
2018 Q4	$937	Hold	34	–	–	﹤0.01%	1043
2018 Q3	$1K	Buy	34 +12	+55%	+$357	﹤0.01%	1042
2018 Q2	$610	Hold	22	–	–	﹤0.01%	1085
2018 Q1	$560	Hold	22	–	–	﹤0.01%	1087
2017 Q4	$566	Hold	22	–	–	﹤0.01%	1037
2017 Q3	$530	Hold	22	–	–	﹤0.01%	1035
2017 Q2	$474	Hold	22	–	–	﹤0.01%	1042
2017 Q1	$459	Hold	22	–	–	﹤0.01%	1025
2016 Q4	$493	Hold	22	–	–	﹤0.01%	1018
2016 Q3	$415	Hold	22	–	–	﹤0.01%	1017
2016 Q2	$412	Hold	22	–	–	﹤0.01%	989
2016 Q1	$394	Buy	+22	New	+$353	﹤0.01%	986

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Wealth Advisors's BRO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Brown & Brown (BRO) stake by 14% in Q3 2023, buying an estimated $1.93K and bringing the position to 219 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #398.

Sutton Wealth Advisors first reported a position in BRO in Q1 2016 and has held it in 31 quarters since. 627 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

Sutton Wealth Advisors held 219 shares of Brown & Brown worth $15.3K as of Q3 2023.
Sutton Wealth Advisors bought 27 Brown & Brown shares in Q3 2023, an estimated $1.93K.
Brown & Brown made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #398 holding.
Sutton Wealth Advisors first reported a position in Brown & Brown in Q1 2016 and has held it in 31 quarters since.
627 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.