Symmetry Partners’s Brown & Brown BRO Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-3,459	Closed	-$309K	–	149
2024 Q2	$309K	Sell	3,459 -859	-20%	-$74.6K	0.02%	399
2024 Q1	$378K	Hold	4,318	–	–	0.03%	361
2023 Q4	$306K	Sell	4,318 -1,997	-32%	-$143K	0.02%	393
2023 Q3	$441K	Hold	6,315	–	–	0.02%	338
2023 Q2	$435K	Hold	6,315	–	–	0.02%	376
2023 Q1	$363K	Hold	6,315	–	–	0.02%	414
2022 Q4	$360K	Hold	6,315	–	–	0.02%	417
2022 Q3	$382K	Buy	6,315 +603	+11%	+$37.9K	0.03%	375
2022 Q2	$333K	Hold	5,712	–	–	0.02%	433
2022 Q1	$413K	Hold	5,712	–	–	0.03%	420
2021 Q4	$401K	Hold	5,712	–	–	0.03%	459
2021 Q3	$332K	Hold	5,712	–	–	0.02%	531
2021 Q2	$304K	Hold	5,712	–	–	0.02%	564
2021 Q1	$261K	Sell	5,712 -6	-0.1%	-$275	0.02%	584
2020 Q4	$271K	Hold	5,718	–	–	0.02%	540
2020 Q3	$259K	Buy	+5,718	New	+$255K	0.02%	520

Other funds holding BRO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Symmetry Partners's BRO Position: Q3 2024 in Review

Symmetry Partners sold out of Brown & Brown (BRO) in Q3 2024, closing a stake of 3,459 shares — an estimated $309K sold.

Symmetry Partners first reported a position in BRO in Q3 2020 and held it in 16 quarters. The position peaked at $441K in Q3 2023. 820 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

Symmetry Partners reported no remaining Brown & Brown position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 3,459 Brown & Brown shares in Q3 2024, an estimated $309K.
Symmetry Partners first reported a position in Brown & Brown in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Brown & Brown position peaked at $441K in Q3 2023.
820 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.