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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 $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TFO Wealth Partners's BRO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Brown & Brown (BRO) in Q2 2024, closing a stake of 136 shares — an estimated $11.9K sold.

TFO Wealth Partners first reported a position in BRO in Q4 2021 and held it in 7 quarters. The position peaked at $57K in Q4 2021. 757 funds tracked by Wall St. Rank hold BRO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Brown & Brown position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 136 Brown & Brown shares in Q2 2024, an estimated $11.9K.
  • TFO Wealth Partners first reported a position in Brown & Brown in Q4 2021 and held it in 7 quarters.
  • TFO Wealth Partners's Brown & Brown position peaked at $57K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.