TCWP’s Brown & Brown BRO Stock Holding History

TCWP’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
2022 Q2	–	Sell	-70	Closed	-$5K	–	480
2022 Q1	$5K	Buy	+70	New	+$4.69K	﹤0.01%	1049

Other funds holding BRO

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

TCWP's BRO Position: Q2 2022 in Review

TCWP sold out of Brown & Brown (BRO) in Q2 2022, closing a stake of 70 shares — an estimated $5K sold.

TCWP first reported a position in BRO in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 574 funds tracked by Wall St. Rank hold BRO as of Q2 2022.

TCWP reported no remaining Brown & Brown position as of Q2 2022 after selling out during the quarter.
TCWP sold 70 Brown & Brown shares in Q2 2022, an estimated $5K.
TCWP first reported a position in Brown & Brown in Q1 2022 and held it in 1 quarter.
TCWP's Brown & Brown position peaked at $5K in Q1 2022.
574 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.