The Family Firm’s Brown & Brown BRO Stock Holding History

The Family Firm’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	-177	Closed	-$15.8K	–	286
2024 Q2	$15.8K	Buy	+177	New	+$15.4K	﹤0.01%	604

Other funds holding BRO

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

The Family Firm's BRO Position: Q3 2024 in Review

The Family Firm sold out of Brown & Brown (BRO) in Q3 2024, closing a stake of 177 shares — an estimated $15.8K sold.

The Family Firm first reported a position in BRO in Q2 2024 and held it in 1 quarter. The position peaked at $15.8K in Q2 2024. 818 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

The Family Firm reported no remaining Brown & Brown position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 177 Brown & Brown shares in Q3 2024, an estimated $15.8K.
The Family Firm first reported a position in Brown & Brown in Q2 2024 and held it in 1 quarter.
The Family Firm's Brown & Brown position peaked at $15.8K in Q2 2024.
818 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.