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TFO Wealth Partners’s Brown & Brown BRO Stock Holding History

TFO Wealth 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
Q2 		– Sell
-136
Closed -$11.9K – 159
2024
Q1 		$11.9K Hold
136
– – ﹤0.01% 86
2023
Q4 		$9.67K Hold
136
– – ﹤0.01% 97
2023
Q3 		$9.36K Hold
136
– – ﹤0.01% 164
2023
Q2 		$9.36K Hold
136
– – ﹤0.01% 155
2023
Q1 		$7.81K Buy
136
+126
+1,260% +$7.24K ﹤0.01% 119
2022
Q4 		$582 Buy
+10
New +$585 ﹤0.01% 459
2022
Q1 		– Sell
-848
Closed -$57K – 124
2021
Q4 		$57K Buy
+848
New +$54.7K 0.01% 61

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return