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USS Investment Management’s Brown & Brown BRO Stock Holding History

USS Investment Management’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
Q3 		– Sell
-17,760
Closed -$1.04M – 602
2022
Q2 		$1.04M Sell
17,760
-3,643
-17% -$224K 0.01% 602
2022
Q1 		$1.55M Sell
21,403
-31,551
-60% -$2.12M 0.01% 597
2021
Q4 		$3.72M Hold
52,954
– – 0.03% 519
2021
Q3 		$2.94M Buy
+52,954
New +$2.95M 0.02% 558

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

USS Investment Management's BRO Position: Q3 2022 in Review

USS Investment Management sold out of Brown & Brown (BRO) in Q3 2022, closing a stake of 17,760 shares — an estimated $1.04M sold.

USS Investment Management first reported a position in BRO in Q3 2021 and held it in 4 quarters. The position peaked at $3.72M in Q4 2021. 566 funds tracked by Wall St. Rank hold BRO as of Q3 2022.

  • USS Investment Management reported no remaining Brown & Brown position as of Q3 2022 after selling out during the quarter.
  • USS Investment Management sold 17,760 Brown & Brown shares in Q3 2022, an estimated $1.04M.
  • USS Investment Management first reported a position in Brown & Brown in Q3 2021 and held it in 4 quarters.
  • USS Investment Management's Brown & Brown position peaked at $3.72M in Q4 2021.
  • 566 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2022.

Based on USS Investment Management's 13F filing for Q3 2022, filed 8 Nov 2022.