TRUADVICE’s Brown & Brown BRO Stock Holding History

TRUADVICE’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
2023 Q3	–	Sell	-3,576	Closed	-$252K	–	239
2023 Q2	$252K	Sell	3,576 -508	-12%	-$32.3K	0.09%	215
2023 Q1	$263K	Buy	+4,084	New	+$235K	0.1%	193

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUADVICE's BRO Position: Q3 2023 in Review

TRUADVICE sold out of Brown & Brown (BRO) in Q3 2023, closing a stake of 3,576 shares — an estimated $252K sold.

TRUADVICE first reported a position in BRO in Q1 2023 and held it in 2 quarters. The position peaked at $263K in Q1 2023. 626 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

TRUADVICE reported no remaining Brown & Brown position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 3,576 Brown & Brown shares in Q3 2023, an estimated $252K.
TRUADVICE first reported a position in Brown & Brown in Q1 2023 and held it in 2 quarters.
TRUADVICE's Brown & Brown position peaked at $263K in Q1 2023.
626 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.