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TAP Consulting’s Brown & Brown BRO Stock Holding History

TAP Consulting’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 		$2.93M Buy
28,681
+4,380
+18% +$468K 0.6% 51
2024
Q3 		$2.52M Buy
24,301
+525
+2% +$52.2K 0.5% 59
2024
Q2 		$2.13M Buy
23,776
+2,004
+9% +$174K 0.45% 68
2024
Q1 		$1.91M Buy
+21,772
New +$1.75M 0.42% 70
2023
Q3 		– Sell
-37,033
Closed -$2.55M – 136
2023
Q2 		$2.55M Sell
37,033
-700
-2% -$44.5K 0.63% 47
2023
Q1 		$2.17M Sell
37,733
-9,890
-21% -$568K 0.53% 55
2022
Q4 		$2.71M Sell
47,623
-13,201
-22% -$772K 0.71% 42
2022
Q3 		$3.68M Buy
60,824
+1,985
+3% +$125K 0.98% 27
2022
Q2 		$3.43M Buy
58,839
+7,765
+15% +$477K 0.95% 35
2022
Q1 		$3.69M Buy
51,074
+48,683
+2,036% +$3.26M 0.97% 37
2021
Q4 		$168K Buy
+2,391
New +$154K 0.04% 147
2021
Q3 		– Sell
-4,767
Closed -$253K – 135
2021
Q2 		$253K Sell
4,767
-1,704
-26% -$87.6K 0.07% 120
2021
Q1 		$296K Sell
6,471
-70,331
-92% -$3.23M 0.09% 110
2020
Q4 		$3.64M Sell
76,802
-4,615
-6% -$212K 1.31% 24
2020
Q3 		$3.69M Buy
81,417
+6,410
+9% +$286K 1.45% 24
2020
Q2 		$3.06M Buy
75,007
+6,741
+10% +$260K 1.51% 27
2020
Q1 		$2.47M Buy
68,266
+3,268
+5% +$138K 1.66% 20
2019
Q4 		$2.57M Buy
64,998
+6,970
+12% +$262K 1.43% 25
2019
Q3 		$2.09M Buy
+58,028
New +$2.08M 1.23% 33
2019
Q1 		$850K Buy
+28,805
New +$823K 0.64% 49

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TAP Consulting's BRO Position: Q4 2024 in Review

TAP Consulting increased its Brown & Brown (BRO) stake by 18% in Q4 2024, buying an estimated $468K and bringing the position to 28,681 shares worth $2.93M. The position accounts for 0.6% of the portfolio, ranked #51.

TAP Consulting first reported a position in BRO in Q1 2019 and has held it in 20 quarters since. The position peaked at $3.69M in Q1 2022. 872 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • TAP Consulting held 28,681 shares of Brown & Brown worth $2.93M as of Q4 2024.
  • TAP Consulting bought 4,380 Brown & Brown shares in Q4 2024, an estimated $468K.
  • Brown & Brown made up 0.6% of TAP Consulting's portfolio in Q4 2024, its #51 holding.
  • TAP Consulting first reported a position in Brown & Brown in Q1 2019 and has held it in 20 quarters since.
  • TAP Consulting's Brown & Brown position peaked at $3.69M in Q1 2022.
  • 872 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.